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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
TO JOIN OUR DYNAMIC TEAM. This is a full-time position, and the successful candidate will be required filing, checking and submitting tax returns, capturing tax returns and assessments opening new tax files
and print material. The more senior of the two positions will also be responsible for liaising with clients/ work in a (stunning, and creative) office based position.
and print material. The more senior of the two positions will also be responsible for liaising with clients/ work in a (stunning, and creative) office based position.
exceptional automotive services.
programs to meet quality objectives. Analyse production data and reports to detect inefficiencies or need for
meet quality objectives.
Analyse production data and reports to detect inefficiencies or need for
programs to meet quality objectives. Analyse production data and reports to detect inefficiencies or need for