has a keen interest in import logistics. • Data capturing related to pre-costing, stock-counts, and any
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
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
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
including customer details and payment information. Capture data into our internal computer system. Provide quotes
be carried out, controlling of the change, data capturing of stock.
Staff Management –
creditor invoices, process creditor invoices
Capture stock take information
Matric
Import
My client, a global brand distributor for home sports gym equipment, is looking for a dynamic Orders Strong project management skills
· Accurate data entry skills and attention to detail.
· Excellent