on AJS Excellent Word processing skills Filing Clerk duties Assisting the Attorneys Consultant: Stephnie
Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and 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
queries. STT. Capture and submit STT declarations when needed. Dividends Tax. Capture and submit Dividends recons. Do manual bi-annual and annual recons, capture certificates on Easyfile and submit declarations
ensure validated design solutions, capturing insights and testing data, packaged for distribution and feedback of the process in conducting user research and capturing user insights using qualitative and quantitative
transformation and provide group-wide digital and data architecture. We operate the various technology processes
returns for Companies Trusts and Individuals. Data Capturing and reviewing of income tax assessments companies
reconciliations Rental reconciliations VAT - Capturing of info and submission of returns Supplementary
limited to):
Prepare, monitor, and capture cash movements (cash management), investment trades
btors
be gained from these. Responsible for accurate capturing, and thorough record keeping relevant in order order to perform daily tasks within department. Capture and ensure effective record keeping on Wheel Alignment