acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning
acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial