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
Performs general office duties Fulfils any other Admin Clerk duties as required by the company and directed by
Performs general office duties Fulfils any other Admin Clerk duties as required by the company and directed by
to detail, grammar and spelling Upload, Scan, Capture, update, track, deliver or edit documents Fetching
to detail, grammar and spelling Upload, Scan, Capture, update, track, deliver or edit documents Fetching
Filing of completed job cards and PM documents. Capture all expenses done during the month on an excel
reports, ensuring that project scope changes are captured and charged etc. Produce monthly project cost
Communication Management Data Analysis & Reporting: Collect, analyze, and summarize project data to generate reports
analytical and problem-solving skills. Accurate data entry and attention to detail. Proficiency in accounting you have a strong grasp of technology, excel in data analysis, and thrive in a collaborative team environment