Planner Admin (Entry Level) - Training provided!

About this role

JOB DESCRIPTION Assist in preparing client planners, proposals, and documentation for appointments Support consultants with client enquiries via email, phone, or WhatsApp Help maintain and update client profiles, contact logs, and digital records in the system Coordinate appointment bookings and fol

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• Admin / Secretarial
• Banking and Finance
• Consulting
• Wealth Management
• Digital Media
• Planning
• Microsoft Office