MUST Click Up (internal work assignment) system. This system allocates administrative and operational
submission to clients (TWS SOP 016, 017). Ensure all systems and procedures are implemented and adhered to. targets set by the manager. Ensure adherence to all systems and procedures. Accurately assess vehicles, complete
internal CRM) tasks.
IT & Systems
Preparation of client portfolios using
demographic data on client relationship management system XPlan.
Client financial data capture (ASTUTE
Partners practice).
Maintain an accurate diary system. (XPlan & Outlook integration)
Address
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
requested.
Implement and maintain robust procurement processes, systems, and tools to streamline operations and ensure
Implement and maintain robust procurement processes, systems, and tools to streamline operations and ensure
an integrated Enterprise Resource Planning (ERP) system is essential
Skills
notes and action points Maintain administrative systems, database, and server protocols. Collaborate effectively