Administration Specialist
7 months ago
Compile all relevant client details to ensure compliance with Fica & Fais. Manage the filing, release funds, authenticate where necessary and assist the Manager with various client matters. The ideal individual for this role thrives on structure, and client services and takes pride in delivering excellent support.
Responsible for client onboarding
Maintain FICA administration
Ensure FAIS compliance
Prepare client filing
Assist with releasing funds
Client Services
Assist Financial Planner
Assist Wealth Manager
**Skills & Experience**:
FICA
FAIS
**Qualification**:
Finance qualification
Contact
**SHAKIRAH LAKAY **on
**CTF016574.**
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Shakirah Lakay
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