CRM package XPlan. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews. Checking of all deal packs their appointment with the Employer, then they will have 6 years from Date of First Appointment (DOFA) their appointment with the Employer, then they will have 2 years' from Date of First Appointment (DOFA)
CRM package XPlan. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews. Checking of all deal packs their appointment with the Employer, then they will have 6 years from Date of First Appointment (DOFA) their appointment with the Employer, then they will have 2 years' from Date of First Appointment (DOFA)
the employer's diary. Coordinate and schedule appointments and meetings. Be comfortable with computers;
repairs. Communicate with vendors, schedule appointments, and ensure timely response to maintenance requests
repairs. Communicate with vendors, schedule appointments, and ensure timely response to maintenance requests