Actuary Boardroom Appointments Tech Stead Clevelcrossing Sci Tech Placements All Star Placements Jobs in Tokai | 3

... allocation reports for clientsReview and put together investment proposals for clientsProduce wealth management proposals and reports for clientsProduce cash flow reports for clientsPut together meeting packs for wealth management clientsReview Record of Advice documents and other documents to ...

... all presentations and proposalsMaintain library of templates on presentations, proposals Coordinate local and international meetings (Teams and in-person) required for client meetingsCoordinate local and international trips (flights, accommodation, and meetings) required for business ...

... all FICA documents are up-to-date and compliantLiaise with the COO on business operations/administrationSupport the CEO in strategic business initiatives and corporate communicationsRequirements: Must have 10years or more proven experience as an Executive Assistant in financial services ...