messages and relay them promptly to the Financial Planner.
Recording and saving telephone
Assisting the Financial Planner and Para-Planner with administrative tasks related to new based on instructions received from clients or the planner using the designated workflow process.
Managing appointment scheduling based on the Financial Planner's confirmed calendar.
Updating development.
Assisting the Financial Planner in attracting and retaining clients through excellent
on BST
projects on BST Coordinate and Capture Resource Planner (Division resource tool) Support Project Manager
on BST