Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Identifies and reports risks or areas of concern to management within own department and area of responsibility financial guidelines, report deviations to direct Manager. Kindly be advised that should you not receive
Identifies and reports risks or areas of concern to management within own department and area of responsibility financial guidelines, report deviations to direct Manager. Kindly be advised that should you not receive
pipeline of prospective clients. 2. Relationship Management: Cultivate and maintain strong relationships
pipeline of prospective clients. 2. Relationship Management: Cultivate and maintain strong relationships
Update and send releases to all suppliers. 4. PO management Track milestone adherence of all PO's. Engage