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- ...account reviewed # Monitors branches' completion (regularization) of items with incomplete documents/details; and, # Reports and elevates status to the ROH and BCAU Head # Provides support during Internal Audit, Compliance Testing, Risk Management and BSP Audit...
- ...documentation, filing, and audit readiness of all financial and administrative records. 4. Team Leadership & Execution - Manage and elevate the Finance & Admin team, enforcing discipline, precision, and performance. - Instill a culture of accuracy, timeliness, and...
- ...Create and execute programs aimed at enhancing the skills and productivity of Advisors, particularly focusing on 'moving the middle' to elevate overall agent performance. Conduct structured work week learning sessions to grow the number of active agents. Agency Program...