supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans 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
parties joint planning)
Responsible for complete data integration from the Companys CRM to various &q
shift changes Daily: Astrow System (clock card) capture of time off (leave ect) Daily Clock Card Machine working order Daily Astrow System employee master data correct & include photo (head shot) of employee VIP Payroll: Processing of payroll values & capturing of values Monthly VIP Payroll: Reports at month Clean-up of Master Data Once off VIP Payroll: EE & SDL Capturing Daily VIP Payroll: Capture the shifts for
financial efficiency improvements.
Tenders
Client. Quoting & Invoicing Tenders Receive and capture all tender notifications on Tender List. Accurate pricing and terms of validity Understand tender data Keep copy / scan of document before submitting.
problem-solving skills
expense accounts as well capturing receipts to correct debtors accounts
expense accounts as well capturing receipts to correct debtors accounts Capturing of all the invoices monthly payments via journals to the debtor's accounts Capturing of invoices and making sure that it is allocated
expense accounts as well capturing receipts to correct debtors accounts Capturing of all the invoices monthly payments via journals to the debtor's accounts Capturing of invoices and making sure that it is allocated
Efficiently Strong Numeracy and Literacy Skills Data expert (advanced excel) Excellent communication Buyers Product and orders control checks to ensure data integrity Manage Kimble, swing tag and courier requirements Qualification in Fashion Design Expertise in data capture. Strong time management skills with the ability