Check all compliance paperwork and internal sign off documents are present. To support Advisers, and ultimately clients, in the advice giving process with…
The Customer Support Team solves complicated problems and answers technical inquiries via phone, email, chat, and social media.
You will be responsible for review and sign off on Trustand Grant applications and donor reports to Trusts and Foundations.
= Quality Control: performing a quality check of own files before assigning to the appropriate team for sign off and approval. = Client Outreach where required.