Responsible for client data recording on the company's internal CRM software applications (XPlan, etc that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and
Administration related functions are performed as per company standards. Being proactive in identifying HR/IR (PPE and Wellness). Human Resources/ Adhere to Company Policy and Procedures. Disciplinary Enquiries.
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects