in-house developed administration and workflow system Submit approved investor instructions to outsourced
in-house developed administration and workflow system Submit approved investor instructions to outsourced
XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan & Outlook integration) Address all
XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan & Outlook integration) Address all
Creating and maintaining client records via our CRM system Learning and understanding various Australian migration
Creating and maintaining client records via our CRM system Learning and understanding various Australian migration
resolutions are recorded and approved through the system in line with the Board and its Sub-Committee's
resolutions are recorded and approved through the system in line with the Board and its Sub-Committee's