Appropriate Administrative experience in the financial services industry is essential […]
Assimilate investment/fund values, investment performance statistics and Astute information of clients;
Compiling and preparation of retirement planning, investment proposals and client review documentation; […]
Make payments on behalf of clients through the corporate saver account; […]
Attend to client complaints and enquiries in consultation with Wealth Planner/Manager; […]
Implementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission...