required to travel. Knowledge of the Municipal Systems Act (MSA) and Municipal Finance Management Act (MFMA)
Books
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
Checking and posting of recurring Journal entries. Capturing of orders and creditors invoices when goods or
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
and update the fixed asset register. Analyse and capture closing stock for all stores, investigate discrepancies