Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for
takes responsibility for preparing of client data, data integration, financial plan preparation, assisting
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Client data management
Responsible for client data recording on the companys
accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc
planning)
Responsible for complete data integration from the Companys CRM to various "methodology"
Additionally, candidate must be able to work from home.
level of commitment • MS Office knowledge and data capture • Good English communication skills – written
join their expanding team. Processing orders Data capturing Supporting the sales reps Writing up credits
join their expanding team. Processing orders Data capturing Supporting the sales reps Writing up credits
banking records/accounts for all new employees Capture all employee details on VIP, (Basic employee information print on readers Capture new employees on turbo time. Import time and attendance from Turbo Time and export export into VIP Capture all leave information on VIP Ensure all deductions are captured on VIP Handle all payroll related queries Print Payslips Export reports from VIP Month End process Time and Attendance Management
records/accounts for all new employees
banking records/accounts for all new employees Capture all employee details on VIP, (Basic employee information print on readers Capture new employees on turbo time. Import time and attendance from Turbo Time and export export into VIP Capture all leave information on VIP Ensure all deductions are captured on VIP Handle all payroll related queries Print Payslips Export reports from VIP Month End Time and Attendance Management of