communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming Confirming client appointments as and when needed Servicing several alphabet letters (all surnames starting intermediary service required Load and update client information (CRM and Product Providers) Servicing several 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
communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming Confirming client appointments as and when needed Servicing several alphabet letters (all surnames starting intermediary service required Load and update client information (CRM and Product Providers) Servicing several 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
Drafting Liquidation and Distribution accounts Final Accounts Able to work independently Consultant:
Drafting Liquidation and Distribution accounts Final Accounts Able to work independently Consultant:
communication and interpersonal abilities. Knowledge of financial processes and regulations. Ability to multitask
communication and interpersonal abilities. Knowledge of financial processes and regulations. Ability to multitask
communication and interpersonal abilities Proficiency in accounting platforms, preferably OMNI Fluent in English
communication and interpersonal abilities Proficiency in accounting platforms, preferably OMNI Fluent in English
coordinating all aspects of shipments General accounting administration duties such as tax invoices Controlling
coordinating all aspects of shipments General accounting administration duties such as tax invoices Controlling