Financial paraplanner for a us-based fintech co
HaryanaTroika Consulting
...inputs via our planning software. We will provide training on our software. Perform case optimisations based on defined planning scenarios. Ensure all case materials and outputs are compliant. Provide client-facing reports and presentations in PowerPoint/PDF to the sales and/or service team for follow-up with [...]
Category Banking, Insurance, Finance & Accountancy