Establishing good relationships with client's key contacts Development and roll-out of service delivery processes level account management and direct contact with executive contacts Preparation and communication of client daily communication with team members Attention to detail and ability to prioritize tasks effectively Proactive
to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large the relationship with the external compliance officers and analyse compliance reports received from them Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated published on the internal intranet for Advisor offices Administrative duties related to all of the above
to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large the relationship with the external compliance officers and analyse compliance reports received from them Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated published on the internal intranet for Advisor offices Administrative duties related to all of the above
software (e.g., Sage X3, QuickBooks, Xero) and MS Office, particularly Excel. Knowledge of accounting principles principles and regulations. Excellent attention to detail and accuracy. Strong organizational and time-management
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) • throughout the shipment process • Attention to detail with the ability to prioritize tasks effectively
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) • throughout the shipment process • Attention to detail with the ability to prioritize tasks effectively
various innovation incentives and grants. The front-office role requires the candidate to meet with clients Strong MS Excel skills; • Excellent attention to detail; • Strong interpersonal skills (must have the ability
out to prospects to gauge interest. ● Initiate contact with prospects through phone calls, email, and organization and order skills with strong attention to detail. ● Excellent problem-solving skills. ● Great active-listening
individually and as part of a team - Attentive to detail - Able to take initiative and be creative You are
and time-management skills Strong attention to detail and accuracy Communication and interpersonal skills