Senior Assistant to Financial Advisor
View Job- Company Emporium Human Capital - View more jobs
- SalaryR15k - 22k per month + comm + incentives
- LocationFourways
- Job TypePermanent
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; […]
Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all […]
Checking that the Record of Advice (ROA) and FNA mirror one another and further that the […]
Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA […]
Obtaining Client Authorities for preparing portfolios via Astute, Fact Finding, checking them […]
Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the […]
Checking the diaries and appointments...
19 days ago from: jobplacements.com
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