- Proactively and promptly respond to client enquiries and problem solve on behalf of clients
- Prepare and assist with client correspondence, letters, memos, file notes and reports on behalf of the advisers and associate advisers […]
- Manage and maintain relevant registers including in accordance with compliance guidelines […]
- Schedule and co-ordinate all team meetings, distributing agendas, preparing and circulating minutes, following up on outstanding actions items […]
- A minimum of 5 years’ experience in paraplanning, client services, operations...