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expectations but not limited to: Client data management Responsible for client data recording on the company's internal 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 Company's CRM to various “company completeness and data field labeling in all applications and tools. Responsible for full data update on XPlan client. Complete data preparation for client reviews. Check and ensure integrity of client data in the various
expectations but not limited to: Client data management Responsible for client data recording on the company's internal 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 Company's CRM to various “company completeness and data field labeling in all applications and tools. Responsible for full data update on XPlan client. Complete data preparation for client reviews. Check and ensure integrity of client data in the various
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
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
healthcare facilities, and outreach teams. By overseeing data management, fostering stakeholder relationships coordination and meticulous review of linkage data, guaranteeing accurate data entry across all supported districts and review linkage to care and contact management data on a weekly basis, drawing insights and proposing field. Proficiency in data management and analysis, with experience in utilizing data for decision-making
be a strong team player capable of demonstrating data analysis proficiency and working in a fast paced capable of analyzing and reporting on large volumes of data in a succinct and user-friendly manner Competencies: numerate, comfortable working with large volumes of data Self-starter who can manage fluctuating workloads