Kelly Data Capturing Jobs in South Africa
Financial Partner Cpt - Cbd
Headhunters
Cape 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
share this job on whatsappGroup Chief Financial Officer
HeadhuntersLichtenburg
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and
Group Chief Financial Officer Lichtenburg
HeadhuntersLichtenburg
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and
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