Finance or Administration Experience on Microsoft Office Suite will be beneficial Experience working on intermediary service required Load and update client information (CRM and Product Providers) Servicing several Assisting planners during client appointments at the office e.g., making ID copies Executing administrative
Finance or Administration Experience on Microsoft Office Suite will be beneficial Experience working on intermediary service required Load and update client information (CRM and Product Providers) Servicing several Assisting planners during client appointments at the office e.g., making ID copies Executing administrative