analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including computer literate on a basic to intermediate level on Microsoft Office software Excellent communication skills
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including computer literate on a basic to intermediate level on Microsoft Office software Excellent communication skills