self-motivated, detail-oriented, and capable of building trust with clients to understand and address their actionable advice and suitable financial solutions. Build and manage relationships with prospects and clients
self-motivated, detail-oriented, and capable of building trust with clients to understand and address their actionable advice and suitable financial solutions. Build and manage relationships with prospects and clients
/>DUTIES:
love what they do. New business development / building new customer relationships. Manage day to day
love what they do. New business development / building new customer relationships. Manage day to day
essential, along with proficiency in customising and building reports using PowerBI. The ability to manage multiple reporting and analysis Proficiency in customising and building reports using PowerBI Experience working independently
experience and qualifications RESPONSIBILITIES: Build and improve costing templates documents, and records
including effective risk management communication. - Build and maintain strong relationships with all stakeholders
including effective risk management communication. - Build and maintain strong relationships with all stakeholders
and year-end closing processes. Capturing new building details into WeConnectU, including loading owners