To assist in creating efficiencies in the finance, i-nvestments and sales functions. […]
Maintain the creditors function (invoice approvals and sending receipts to signa)
Maintain the banking administration function( opening accounts, adding accounts and users to business online, saving bank statements into client folders, etc) […]
Maintain a register of audit firm we use for our PEFs […]
Maintain commissions list/register ( onboarding new advisors, linking advisors to new clients and ensuring advisor invoice when their client is implemented, liasing with Shares services) […]
He/She shall be required...