software (e.g., Sage X3, QuickBooks, Xero) and MS Office, particularly Excel. Knowledge of accounting principles
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
Computer literacy: Data Management, MS Office (advanced Excel), MS SharePoint, QlikView/QlikSense, nPrinting
various innovation incentives and grants. The front-office role requires the candidate to meet with clients a finance, bookkeeping or similar field; • Strong MS Excel skills; • Excellent attention to detail; •
ability Administration ability Basic Computer skills (MS Word, Excel, Outlook) Learning our range of products
ability Administration ability Basic Computer skills (MS Word, Excel, Outlook) Learning our range of products
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •
You will also be expected to work with our back-office teams that are remote-first and distributed: we
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •