SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva). Exceptionally strong admin skills. Super Maintain and update the overall CRM System, including X-plan and making sure it is current, correct and updated upskill and communicate any new areas with regards to X-plan or Office 365 or products, etc. where the Brokers training / CPD points. Weekly compliance updates and X-plan reports. Addressing compliance related queries times, including suppliers contacts and contracts. X-plan to remain updated and relevant with client details
SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva). Exceptionally strong admin skills. Super Maintain and update the overall CRM System, including X-plan and making sure it is current, correct and updated upskill and communicate any new areas with regards to X-plan or Office 365 or products, etc. where the Brokers training / CPD points. Weekly compliance updates and X-plan reports. Addressing compliance related queries times, including suppliers contacts and contracts. X-plan to remain updated and relevant with client details
of confidentiality Ability to work under pressure x 1 000 Organised and able to manage large workloads
of confidentiality Ability to work under pressure x 1 000 Organised and able to manage large workloads