Junior Model Office Business Analyst
Provide quality business requirements and documentation for the development of Model Office along with product support and client service to end users of Xplan and Model Office
- Strong understanding and expertise in the business drivers and operations of financial planning practices.
- Experience in the Financial Planning industry with Paraplanning experience highly regarded.
- Strong understanding and expertise in the implementation of software applications
- Knowledge and experience with Xplan highly regarded
- The ability to facilitate and drive solution design workshops
- The ability to negotiate with internal and external parties
- Well-developed analytical, problem solving and troubleshooting skills
- Ability to work with others in a collaborative team environment