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Client reporting / reconciliations / calculations
Requesting monthly statements from 3rd parties
Typing Client Meeting Minutes from notes provided by the Private Client Consultant
Take on of new clients /redemptions - complete account opening documents & redemption forms
Requesting & checking of client FICA
● Financial Diploma / Certificate
● Knowledge of FICA
● Computer literate
● Organised and attention to detail
To apply send cv to: peterhrinc[at]gmail.com
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