Advisor File Processing

Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates.Analyse and manage advisor workflows, compliance checklists, and operational taskPrepare detailed reportsAssistance in Portfolio ServicesProvident fund

**As a File Process Executive, you will be responsible for filing documentation for Visa Application.** **Requirements**: - Excellent attention to detail and accuracy in data processing. - Ability to work independently and collaboratively within a team. - Basic understanding of data privacy and confidentiality principles. - Required good communication...

•Assist with account setup,custodian paperwork review and CRM updates•Manage advisor workflows,compliance checklists and operational task•Prepare detailed reports•Assistance in Portfolio Services•Overall support to the wealth management processes

**As a File Process Executive, you will be responsible for filing documentation for Visa Application.** **Requirements**: - Excellent attention to detail and accuracy in data processing. - Ability to work independently and collaboratively within a team. - Basic understanding of data privacy and confidentiality principles. - Required good communication...

About Us:Visafast Migration Consultancy is a trusted and reputable firm specializing in immigration and visa services, helping individuals and families achieve their goals of studying or settling abroad. Our team of MARA-registered migration agents and experienced consultants provide accurate, transparent, and client-focused solutions for Australian and...

Financial Advisor Be the spark that brightens days and ignite your career with TTEC’s award-winning employment experience. As a Financial Advisor working hybrid in Ahmedabad, India you’ll be a part of bringing humanity to business. #experienceTTEC Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work®...

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I4 Knowledge Processing is seeking a candidate who will provide analytical and operational support to wealth management clients based in the U.S. The role involves working closely with cross-functional teams to manage data-driven processes, oversee and perform operational workflows, and assist in preparing high-quality internal reports and client...

**Job Title: Admission Advisor** **Location: Onsite, Ahmedabad** **Company: ElevateMe** **About ElevateMe** ElevateMe is a premier platform focused on empowering international students in USA through industry-specific bootcamp training and personalized mentorship. We are dedicated to helping individuals unlock their full potential and secure successful...

**Job Title**: Visa File Processing Executive - Study & Visitor Visas **Location**: Nikol **Job Type**: Full-Time **Experience**: 1-3 Years **Industry**: Immigration & Visa Consultancy **Job Summary**: **Key Responsibilities**: - Verify all client documents and ensure completeness before submission. - Coordinate with students/clients for missing or...