Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial Planners and senior management with any general office duties, from time to time. Respond to client inquiries
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial Planners and senior management with any general office duties, from time to time. Respond to client inquiries