relevant departments and staff General admin, filing, scanning and admin related duties Working on Microsoft
strategies, retirement planning, and estate planning Educate clients on insurance policies, investment options
strategies, retirement planning, and estate planning Educate clients on insurance policies, investment options
the validation of plans
Education:
Partner
Understand Financial Processes
Able to work in a pressurized environment
Must be available
the ability to be flexible and adapt to change, to work independently, part of a multi-disciplinary team
the ability to be flexible and adapt to change, to work independently, part of a multi-disciplinary team
experienced Transaction Analyst / Specialist to come and work for them on a 2-month assignment. Must be based
Finance Business Partner to join their team
Working closely with business unit Heads, the Finance Business
experienced Finance Business Partner to join their team Working closely with business unit Heads, the Finance Business