property / real estate company is looking for a receptionist, who will also assist with administration duties
for a professional, kind and welcoming Medical Receptionist to join their esteemed medical practice.
Candidates
property / real estate company is looking for a receptionist, who will also assist with administration duties
property / real estate company is looking for a receptionist, who will also assist with administration duties
successful candidate will be responsible for the capturing of data and financial information and performing specific and timeously Responsibilities: Responsible for capturing the cash book on a daily basis ensuring compliance
successful candidate will be responsible for the capturing of data and financial information and performing specific ilities:
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
issues
clients