Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
/>Collation of all clients related information (data discovery and fact find) and preparation of documentation
Planner and insurance client.
FICA and AML capture and checking on client onboard process.
Checking
fees are received from the relevant PPs.
Capture and checking of new business documentation to ensure
up to date and accurate.
Data capture of client demographic data on client relationship management
XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration between XPlan
organised and detail-oriented Receptionist/Claims Clerk. Key Responsibilities : Answering phone calls Handling
Taking orders; processing of orders; capturing orders onto CRM system; following up with clients; Grade
implementing the project investment plans, analysing data to measure program effectiveness, and collaborating projects are implemented. One will possess strong data management skills, and willing to play a crucial objectives. Project Support Data management Develop and maintain a comprehensive data management system for recycled. Analyse data to identify trends, assess program effectiveness, and make data-driven recommendations internal and external stakeholders Finance Obtain data from Finance that set the targets for project delivery
implementing the project investment plans, analysing data to measure program effectiveness, and collaborating projects are implemented. One will possess strong data management skills, and willing to play a crucial objectives. Project Support Data management Develop and maintain a comprehensive data management system for recycled. Analyse data to identify trends, assess program effectiveness, and make data-driven recommendations internal and external stakeholders Finance Obtain data from Finance that set the targets for project delivery
implementing the project investment plans, analysing data to measure program effectiveness, and collaborating are implemented.
One will possess strong data management skills, and willing to play a crucial
Project Support
Data management
Finance
admin requirements. ▪ Ordering order books and capturing number sequences for internal records. ▪ Assisting admin. ▪ Assisting Internal Sales with filing and capturing ▪ Stock-taking stationery. (Weekly) inimum Grade
admin requirements. ▪ Ordering order books and capturing number sequences for internal records. ▪ Assisting admin. ▪ Assisting Internal Sales with filing and capturing ▪ Stock-taking stationery. (Weekly) inimum Grade
admin requirements Ordering of order books and capturing number sequences for internal records Assisting admin Assisting Internal Sales with filing and capturing Stock taking stationery weekly and monthly Amongst