Admin Clerk%2c Data Capture%2c Sassa Jobs in East London, Eastern Cape
Financial Planning Partner Assistant
Headhunters
East London
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
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
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
Planning Assistant East London
HeadhuntersEast London
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
Planning Assistant
HeadhuntersEast London
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
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