personal information and payment details
detail-oriented individual, you will be responsible for data capture, maintaining spreadsheets, and assisting with
Evaluate the accuracy of data and information within the workshop environment. Capture daily activities, including completion of tasks and projects. Conduct bulk data capturing for various workshop-related activities. Manage
firm's CRM system, InterAction, including: data capturing, maintaining accurate client information and
firm's CRM system, InterAction, including: data capturing, maintaining accurate client information and
firm's CRM system, InterAction, including: data capturing, maintaining accurate client information and
forward planning on the monthly overview
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.
Data capture of client demographic data on client relationship
management system XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration