Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Responsibilities: Provide post sales advise to consumers. Assist customers with product information. Recommend services at the store. Requirements: Must have consumer electronics and appliance products. Must have
Responsibilities: Provide post sales advise to consumers. Assist customers with product information. Recommend services at the store. Requirements: Must have consumer electronics and appliance products. Must have
trends Familiarity with marketing strategies and consumer psychology Proficiency with the word processing
trends Familiarity with marketing strategies and consumer psychology Proficiency with the word processing