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 Policy 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
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 Policy 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
stakeholders. Ensure that all minutes are accurately captured and timeously finalised in line with service levels
stakeholders. Ensure that all minutes are accurately captured and timeously finalised in line with service levels
responsible personnel. Escalate unresolved issues. Capture breakdown information. File job requisitions post-repair
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
Evaluation to be sent to test knowledge and score captured for each candidate Profiling will be completed
construction field. Experience with tax, data capture, payroll, and reconciliations Strong attention
accounts Preparation of EFT reconciliations used to capture onto Lawpac Performing of the Month end processing