SPECIFIC SKILLS
Specific skills is defined as a skill relating to a specific task or situation. It involves both understanding and proficiency in such specific activity that involves methods, processes, procedures, or techniques.
| code | Title | |
|---|---|---|
| 4312-08 |
Proficiency in data entry and record-keeping for investment transactions.
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| 4312-08 |
Proficiency in document management for investment records and transaction files.
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|
| 4312-09 |
Knowledge of accounting principles and financial processes.
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|
| 4312-09 |
Experience with accounting or financial management software.
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| 4312-09 |
Proficiency in identifying and resolving discrepancies in financial records.
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|
| 4312-09 |
Proficiency in maintaining adjustment records and related financial documentation.
|
|
| 4312-09 |
Knowledge of handling confidential financial and account information securely.
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|
| 4312-10 |
Familiarity with financial trading and share registration platforms.
|
|
| 4312-10 |
Knowledge of regulatory compliance requirements.
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|
| 4312-10 |
Understanding of corporate governance principles and back-office trade operations.
|
|
| 4312-10 |
Ability to interpret financial statements and prepare routine financial and transaction reports.
|
|
| 4312-10 |
Proficiency in Customer Relationship Management (CRM) systems for client and account administration.
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|
| 4312-10 |
Experience in document management and maintaining confidential financial information.
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|
| 4312-10 |
Competence in using share registry software and brokerage record systems.
|
|
| 4312-10 |
Ability to manage records and transactional data accurately.
|
|
| 4312-11 |
Knowledge of tariff structures, rate tables, and classification systems for billing, premium calculation, and tariff assignment.
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|
| 4312-11 |
Proficiency in accounting or billing software.
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|
| 4312-11 |
Knowledge of audit preparation and documentation procedures for rating and billing records.
|
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| 4312-11 |
Knowledge of regulatory and organisational requirements related to rating, pricing, and billing compliance.
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|
| 4312-12 |
Competency in maintaining brokerage records and client documentation.
|
|
| 4312-12 |
Proficiency in using Client Relationship Management (CRM) platforms.
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|
| 4312-12 |
Ability to support broker applications and transaction procedures.
|
|
| 4312-12 |
Knowledge of regulatory compliance requirements and data verification procedures.
|
|
| 4312-12 |
Ability to support customer onboarding and client servicing processes.
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| 4312-12 |
Proficiency in using digital documentation and record-keeping tools.
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| 4312-13 |
Knowledge of collateral documentation and verification standards.
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| 4312-13 |
Knowledge of secured lending and credit documentation processes.
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| 4312-13 |
Ability to interpret legal and financial documents related to collateral.
|
|
| 4312-13 |
Knowledge of legal and procedural requirements related to collateral management.
|
|
| 4312-13 |
Proficiency in document management systems and digital archiving platforms.
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