applications, MS Project, JIRA, TEAMS Planner
Management Skills
skilled and experienced Materials Planner & Logistics Manager to ensure the appropriate supply of
skilled and experienced Materials Planner & Logistics Manager to ensure the appropriate supply of
Financial Planner / Advisor Provide holistic administrative support to financial advisor. Manage advisor's
the Financial Planner.
Operational support for Portfolio Managers and CRMs
Planner via xPlan.
Extensive use of XPlan notes and tasks to manage client records
fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align by the Financial Planner via xPlan. Extensive use of XPlan notes and tasks to manage client records and
fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align by the Financial Planner via xPlan. Extensive use of XPlan notes and tasks to manage client records and
as a Demand Planner or similar role. Bachelor's degree in Business, Supply Chain Management, or a related
warehouse planner to analyse productivity and update picking plans.