role in managing procurement, analyzing production data, and driving continuous improvement initiatives of necessary resources.
sorting out any queries. Liaising with debtor's clerk at Head Office. Getting documents ready to send filed sequentially. Ensure POD's are returned and captured. Ensure POD's are attached to the copy tax invoice
on AJS Excellent Word processing skills Filing Clerk duties Assisting the Attorneys Consultant: Stephnie
on AJS Excellent Word processing skills Filing Clerk duties Assisting the Attorneys Consultant: Stephnie
with data steward related tasks on the firm's CRM system, InterAction, including: data capturing, maintaining accurate client information and assisting users with data inputting Team assistance: Work closely with all
with data steward related tasks on the firm's CRM system, InterAction, including: data capturing, maintaining accurate client information and assisting users with data inputting Team assistance: Work closely with all
Assist with data steward related tasks on the firm's CRM system, InterAction, including: data capturing accurate client information and assisting users with data inputting
personal information and payment details
detail-oriented individual, you will be responsible for data capture, maintaining spreadsheets, and assisting with
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