Systems: Advanced, hands-on proficiency in SAP and Kinaxis RapidResponse.
Data Analytics: Expert-level Excel capabilities (including Pivot Tables, VLOOKUPs, and Data Modeling).
Competencies: Strong analytical skills, exceptional time management, and the ability to operate autonomously under pressure in a fast-paced environment.
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Proficient in POS systems and Microsoft Office applications
Daily oversight of VIP Room bookings and covers/pax, briefing staff ahead of service, and forward planning for events and upcoming reservations with the Floor Manager and Hostess
Research products and policy features related to mutual funds, mortgages, key-man insurance, buy-sell agreements, and business succession to support recommendations.
Prepare presentation decks and sales materials that explain solutions simply and professionally.
Support recruitment activities and administrative tasks that keep the team organised, including documentation for applications and client files.
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Participate in customer engagement activities and learn how to conduct professional conversations, needs analysis, presentations and follow-up.
Assist in digital marketing and content creation, including social media content, articles, short videos and educational content related to financial awareness and internship experiences.
Conduct market and competitor research and prepare simple product or market comparison presentations.
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