Professional Documents
Culture Documents
Daily gearing check for managed fund clients. Tracking gearing ratio’s across
different client and advisor groups.
Reconciliation of Equity warrants and SMSF super funds for financial year 08.
Monitoring corporate actions and advising clients of share purchase plans,
entitlements and term deposit maturity’s and rates.
Administration for dividend reinvestment plans, applications, co-contributions.
Managing reconciliations of bank balance across the various marginal loan
and cash management accounts.
Providing recommendations on software applications. .
Updating transactions on Praemium and BGL for client accounts.