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
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
Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products; local
Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products; local
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
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive