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Financial Data Management Specialist
East London
Negotiable
Job Description:
Data Management:
- Maintain accurate journal entries.
- Regularly reconcile financial data to identify discrepancies and resolve issues promptly processes for data entry, validation, and documentation.
Master Data Maintenance:
- Update and maintain master data records, including vendor and customer information terms.
- Conduct regular audits of master data files to ensure completeness, accuracy, and consistency
share this job on whatsappParaplanner
East London
Monthly
/>1. Client Data Management:
- Responsible for client data recording on the completeness and accuracy of the data while creating more efficient ways to capture data information (capturing
- Complete data preparation for client reviews.
- Check and ensure integrity of client data in the on XPlan.
- Ensure that the latest client data is integrated and refreshed into Planning Tools
- Liaise and orientate with the Partner on all data and practice attributes on NAV.
- Track and
Para Planner - East London
East London
Monthly
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
completeness and accuracy of the data while creating more efficient ways to capture data information (capturing
parties joint planning)
Responsible for complete data integration from the Companys CRM to various &q
Paraplanner East London
Catch RecruitEast London
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 sets only. Categories: Client data management Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company
Paraplanner
Catch RecruitEast London
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 sets only. Categories: Client data management Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company
Paraplanner East London
HeadhuntersEast London
but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
Paraplanner
HeadhuntersEast London
but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
Socio-behavioural Scientist
East London
Market related approached
Retail Planning Assistant
East London
Advanced excel (working with spreadsheets and data)
Excellent communication skills
Must Accountabilities
Data exporting, collating and updating
Data analysis
Allocating
Para Planner - East London
Ultra Personnel : Pharmaceutical, Insurance, EngineeringEast London
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 methodology and tool sets only. Client data management Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
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