Telephonic reviews & assisting Advisors with general client reviews internal & external if necessary) further that the Compliance is completed correctly GENERAL ADMIN Creating and following up of TASKS & Proper Training as per Board notice 190 (2017) General admin – In house servicing – Upgrades and downgrades
Telephonic reviews & assisting Advisors with general client reviews internal & external if necessary) further that the Compliance is completed correctly GENERAL ADMIN Creating and following up of TASKS & Proper Training as per Board notice 190 (2017) General admin – In house servicing – Upgrades and downgrades
ephonic reviews & assisting Advisors with general Client reviews internal & external if
GENERAL ADMIN
receipt and payment journal, bank reconciliation General journals Balance Sheet Asset Asset registers - on E-filing Verification and reconciliation of General Ledger Accounts Liabilities Additions to long term and accruals Verification and reconciliation of General Ledger Accounts Shareholders Loan Accounts Verification
for counter-offer letters and declines;
clients for counter-offer letters and declines; General administration and In- House servicing/new business;
clients for counter-offer letters and declines; General administration and In- House servicing/new business;