training. Effective and efficient reception duties Manage and prioritize incoming and outgoing clients, guests communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming This includes administrative preparations for financial planning, reviews, and other appointments up to to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting
training. Effective and efficient reception duties Manage and prioritize incoming and outgoing clients, guests communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming This includes administrative preparations for financial planning, reviews, and other appointments up to to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting