records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness
can overachieve goals and targets set out by the company. This role will be fulfilled by a self-motivated successful candidate will be a representation of the company making sure quality standards and principles are
can overachieve goals and targets set out by the company. This role will be fulfilled by a self-motivated successful candidate will be a representation of the company making sure quality standards and principles are
quietly gone about the business of building a company that, at its very core, is shifting the lives of
suppliers, and trade connections to enhance the company's reputation and business interests. Promote and and support the business objectives of the company. Coordinate projects internally, ensuring seamless collaboration
responsible for the support and maintenance of company software systems currently in production, as well production clients in a timely manner as outlined by company service level agreements.