deadlines for all transaction types (purchases, repurchases, retirements, debit orders, once-offs, death claims and investment... with Business rules (e.g. proof of bank account, minimum investment amounts and signature verification) and legislative requirements...
Job Description : An upmarket and established financial planning corporation is seeking a Wealth Administrator... of details and compliance forms etc. Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment...