Daily unitisation/ valuation of external manager instruments. Daily reporting of unit prices to clients and consultants. Daily and monthly bank reconciliations.

First point of contact with clients via telephone and email. High Volume Emails and Phone Calls. Lead Management on CRM system.

Ensuring compliance to legal requirements – consent forms, etc. Scheduling and re-scheduling all appointments, follow-up appointments and telephonic…

Troubleshooting network (network points, hubs, switches, etc.). Supervision of staff and record keeping. Perform server and Active Directory Support.