MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning, organising Financial Planner General administration / Maintain CRM system, etc Liaise with suppliers and action policy changes
MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning, organising Financial Planner General administration / Maintain CRM system, etc Liaise with suppliers and action policy changes
records, communicating, upgrading our internal systems, and abiding by internal and external compliance