client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
needed to meet with clients and attend industry events
needed to meet with clients and attend industry events
planning, management and execution of any clients events and promotions.
Ensure consistent
analyse trends and identify opportunities.
secure and in sellable condition.
• Assist with events.
• Ensure staff are always presentable and
reports on time • Process returns within 24 hours of event • Ensure receiving packs contain all required documents
all received Product Quality Complaints, Adverse Events and Medical Enquiries to the relevant person in
and revenue forecasts using CRM Participate in events, conferences, and networking opportunities for