(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services: Implementation of the client services experience, as defined by the Head of Operations. Take full full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business
3 years' experience within the Business field. Customer Relationship Management experience essential essential. Sales experience essential. Driver's License. Well-versed in the language of business. Must be high-energy