Data Capturing Or Receptionist%28monday To Friday%29 Jobs in South Africa
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
Administrator - Financial Services
HeadhuntersSouth Africa
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Administrator Financial Services Port Elizabeth
HeadhuntersSouth Africa
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
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
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
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
Creditors Clerk Port Elizabeth
HeadhuntersSouth Africa
and orderly). Creditors control (includes all capturing, reconciliations, queries, credit limits, opening Control company card transaction (includes all capturing, reconciliations, top-ups, queries – fleet, credit
Paraplanner
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Financial Advisor (risk Products)
HeadhuntersCape Town City Centre
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
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