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Partner Assistant
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Durban North
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects Full awareness and understanding of information available on NAV to support the Financial Planning Partner(s)
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects Full awareness and understanding of information available on NAV to support the Financial Planning Partner(s)
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