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Partner Assistant
Catch Recruit
Durban North
the Financial Planning Partner and is the liaison person between the practice and the regional office / client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Financial Planning Partner and his / her clients. Check Commission statements from CommPay (internal commission template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
the Financial Planning Partner and is the liaison person between the practice and the regional office / client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Financial Planning Partner and his / her clients. Check Commission statements from CommPay (internal commission template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV
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