reviews. Call evaluations and follow up coaching. QA investigations and feedback to agents and Manager
reviews. Call evaluations and follow up coaching. QA investigations and feedback to agents and Manager
Computer literate – Word, Excel & Outlook. Automate/Evolve Experience. Preference will be given to
Multi-tasking and Time Management skills. Team player. Automate / Evolve experience Attention to detail. Responsibilities
Multi-tasking and Time Management skills. Team player. Automate / Evolve experience Attention to detail. Responsibilities
(MDA, Microsoft Office, etc.). Security access software in place and updated regularly. Company documentation
(MDA, Microsoft Office, etc.). Security access software in place and updated regularly. Company documentation
working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne investment
working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne investment
general business practices. Expertise in accounting software (Sage Evolution and Pastel) and proficiency in