reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
skills with the full suite of Microsoft Office products (especially Excel & Word)
advantage Administrative experience in a technical product-based environment will be an advantage Driver's
online/in-store shopping and returns.
skills with the full suite of Microsoft Office products (especially Excel & Word) Effective written
and tools used in the organisation, such as productivity apps, project management systems, and communication
colleagues: This will create a more positive and productive work environment. Maintain a professional appearance:
expertise to identify potential suppliers that offer products within the scope of our requirements. Gather &
expertise to identify potential suppliers that offer products within the scope of our requirements.
as a team member, while maintaining focus and productivity.