include:
acceptance of new business transactions.
Arranging medicals for clients where required and follow up on outstanding
(XPlan & Outlook integration)
Address all technology issues experienced by the Financial Planning
acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning
acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning
environmental and/or public health principles and technology acquired through applicable formal training or
for customer care is highly valued!
operations and objectives.
– a love for customer care is highly valued Technological proficiency, including familiarity with software
– a love for customer care is highly valued Technological proficiency, including familiarity with software
understanding of the company's operations and objectives. Technology Proficiency: Up-to-date with relevant software