Provide reception support Facilities Maintenance: Report any Maintenance issues to repair needs to the appropriate
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software
management system full function:
management system – full function: Monitor and report absenteeism to management. Load/remove employee