Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client 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
Advanced Microsoft Excel Skills. Excellent communication skills. Competencies: Manage Time Efficiently Strong Numeracy and Literacy Skills. Excellent communication Skills. Highly flexible and adaptable to suit
Advanced Microsoft Excel Skills. Excellent communication skills. Competencies: Manage Time Efficiently Strong Numeracy and Literacy Skills. Excellent communication Skills. Highly flexible and adaptable to suit
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
relating to the business and property portfolio (internal and external), farms and yachts. Manage all aspects
relating to the business and property portfolio (internal and external), farms and yachts. Manage all aspects
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
methodical individual. Good written and verbal communication skills. Ability to work under pressure, meet