client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
relating to business performance and produces material that aids decision making. A wonderful career
relating to business performance and produces material that aids decision making. A wonderful career
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to meeting room management, stationery, marketing material etc. Submit orders for stationery, business cards
absence. Assist with correction and maintenance of Material Master information specific to transaction posting
absence. Assist with correction and maintenance of Material Master information specific to transaction posting
treatment authorized, over-usage of equipment/materials, application of billing rules and high-cost medication
treatment authorized, over-usage of equipment/materials, application of billing rules and high-cost medication