pressure and get the job done. Capture cashbook Prepare monthly bank recon Capture of all petty cash and supplier supplier invoices Prepare quotes and capture invoices Prepare all payments requisitions Assist with maintaining
purchase requisitions and Goods Received Note. To capture data on computer Distribution of orders or packing
needed to own this role Books to trial balance Capture and maintain cashbooks Create and prepare monthly
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
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients’ comprehensive
Customer Relations Officer where appropriate. Captures details of all student contact made by the Customer Responsible for ensuring all students notes are captured in the academic System. Maintains a good knowledge
Booking app to identify new clients and prospects. Capture weekly KPI figures in in order for the Sales Team
Booking app to identify new clients and prospects. Capture weekly KPI figures in in order for the Sales Team