in Pastel / Xero / Caseware and Excel. Good communication skills. Ability to work under pressure and meet
in Pastel / Xero / Caseware and Excel. Good communication skills. Ability to work under pressure and meet
financial services space. Good written and verbal communication skills. Computer literate. Must be able to work
financial services space. Good written and verbal communication skills. Computer literate. Must be able to work
Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration registration and health keeping). Distribute communication(s) to clients as requested by the Financial Planning
methodical individual. Good written and verbal communication skills. Ability to work under pressure, meet
methodical individual. Good written and verbal communication skills. Ability to work under pressure, meet
input into the risk identification processes and communicate recommendations in the appropriate forum. Competencies:
input into the risk identification processes and communicate recommendations in the appropriate forum. Competencies:
literacy: Microsoft Office essential Excellent communication skills (both writing and verbal) Customer centricity