Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Schedules are up to date and accurate.
suppliers and internal teams.
Shortfalls & Opportunities, Astute downloads to Data Capturer
fee charges. Ensure housekeeping, cases and data capturing is completed accurately in relevant systems
returns for Companies Trusts and Individuals. Data Capturing and reviewing of income tax assessments companies
Generate instructions (multi, single or CSV) to Data Capturers from Request for Instructions (RFI's) received
Generate instructions (multi, single or CSV) to Data Capturers from Request for Instructions (RFI's) received
line with IFRS for SME
Bookkeeping and data capturing and processing financial transactions in the