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 XPlanPolicy 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
Attention to detail, so the conversation is correctly captured and actioned. Ability to multitask. Preferred
Attention to detail, so the conversation is correctly captured and actioned. Ability to multitask. Preferred
to invoice Ensures that invoice due dates are captured correctly and paid timeously Process ad-hoc invoices
to invoice Ensures that invoice due dates are captured correctly and paid timeously Process ad-hoc invoices
incoming calls and customer service enquiries Capture Customer orders and follow through from start to
materials management process on SAP including the capturing and maintenance of full costing around the Bill
materials management process on SAP including the capturing and maintenance of full costing around the Bill
stock takes when required On-time and accurate capturing of vehicles to be planned Regular updates to clients
and update the fixed asset register. Analyse and capture closing stock for all stores, investigate discrepancies