supply chain operations is advantageous. Accurately capture new orders and order amendments on the system within sent, and received according to shipment dates. Capture swing tag order status on the system and communicate
working on CMA and Loom advantageous. Duties: Capturing of listings onto the Propdata System Managing
working on CMA and Loom advantageous. Duties: Capturing of listings onto the Propdata System Managing
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
Excel