to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
candidates to apply for the position of Maintenance Planner. The successful incumbent will report to the Company's
to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
with their goals and aspirations. The financial planner will be required to source clients, exercise their (RE5). 2 – 3 Year's proven experience as Financial Planner.
and Coordination: Collaborate with production planners, scheduling teams, and inventory control personnel
ensure no opportunities are lost Complete weekly planners to ensure excellent time and territory management