Support the Centre with the ordering of stationery / office refreshments for all offices in the Company […]
Monitor and reconcile the daily bank statements for the Company relating to commission / fee deposits received […]
Create and process manual commission payments (i.e. referral business or direct payments from clients for professional services)
Query management - with product providers on queries (including both commission file layout queries or individual commission related queries on behalf of Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning...