efficiency of MIS. • Role Level Access/Security – ensuring data security. • Automated data distribution. • initiative. • Computer literacy: Data Management, MS Office (advanced Excel), MS SharePoint, QlikView/QlikSense
Ensuring code is secure, following security best practices, and addressing security vulnerabilities promptly Assurance: Ensuring the software meets quality and security standards. Writing and maintaining unit tests
drive the growth of our business by: Hunting for new business Developing proposals that speaks to the You will also be expected to work with our back-office teams that are remote-first and distributed: we
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
building professional relationships, and generating new business for our company through introductions, meetings calls. Responsibilities: ● Identify and prospect new potential clients. ● Research companies to determine high-quality meetings and product demonstrations. ● Develop new opportunities for your pipeline and achieve your on activities, targets and key results. ● Develop new sales strategies based on personal successes and
fundamentals • Ability to learn and adapt quickly to new skills • A “can do” attitude See Description See
fundamentals • Ability to learn and adapt quickly to new skills • A “can do” attitude See Description See
software (e.g., Sage X3, QuickBooks, Xero) and MS Office, particularly Excel. Knowledge of accounting principles
Responsibilites: On-boarding of new accounts Establishing good relationships with client's key contacts