compliment of ± 70. The role includes additional admin work assisting the Owner. Minimum requirements: employment contracts Capturing hours worked, processing payroll and producing payslips Capturing leave taken Assisting
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
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
Administrator to assist with various administrative tasks (Data entry, document preparation, filing, basic accounting tasks ie: invoice processing and other general admin. duties) within our client's automotive company effectively
Strong attention to detail and accuracy in data entry and record-keeping
Must be able to work
issues
clients
minimum
at request Running some errands Assisting with admin (printing application forms / offer to purchase) arrangement for staff social events Commercial Admin: Listing adverts on various social media platforms
at request Running some errands Assisting with admin (printing application forms / offer to purchase) arrangement for staff social events Commercial Admin: Listing adverts on various social media platforms
request
Commercial Admin: