温哥华Financial Planning招聘实习生

Ecare_Alex

Internship Position: Financial Planners Assistant

Internship Duties/Responsibilities:

l Updating companies data base

l Assisting writing plans

l Communicating with clients regarding outstanding information required

l Booking client reviews

Start Date: ASAP

Preferred Skills:

l Can use Microsoft Word, Excel and Outlook

l Well spoken English

How many days per week: 3-5 days

Learning Outcomes for Student:

l Ability to use financial planning software which is widely used in industry

l Experience in Financial Planning customer relations and Financial Planning administration

更多信息请咨询：微信ecarecareers27，因咨询人数较多，联系时请注明招聘职位及网站来源！

请把cv发到：ecarealex@gmail.com