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- ...Relevant educational and professional background. Degree in Finance, Economics or Accounting. FAIS RE5 Accreditation Required Preferred Qualification Certified Financial Planner (CFP) Professional Registrations FPI (Financial Planning Institute) Compliance...
- ...multiple responsibilities efficientlyTrustworthy with high integrity financial and patient confidentiality is keyPrior experience in a front-desk, optometry or medical practice roleKnowledge of basic accounting, invoicing or practice management softwareFamiliarity with eye...
- ...areas. Key Purpose To develop, implement and maintain effective account plans thereby managing the profitable sales of CCBSA products,... ...and manage adherence to contracts and trading terms to reduce financial risk and ensure growth in both volume and revenue. Support...