presentations and letters
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planner
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planner
Collation of all clients related information (data discovery and fact find) and preparation
portfolios using Astute and / or product provider information.
Ensuring XPlan Policy Schedules are up
(XPlan & Outlook integration)
Address all technology issues experienced by the Financial Planning
KPIs
Full awareness and understanding of information available on NAV to support the Financial Planner
gaps identified. Update company HSSE technical information for the compliance opf safety files for audit client requirements Create the HSSE awareness information weekly based on client updates, industry activities and incidents, Distribute the HSE awareness information weekly and ensure that you received acknowledgement/ on SOCIAL MEDIA or visit our WEBSITE for more information. See links below. Follow us on Facebook Follow
identified.
gaps identified. Update company HSSE technical information for the compliance opf safety files for audit client requirements Create the HSSE awareness information weekly based on client updates, industry activities and incidents, Distribute the HSE awareness information weekly and ensure that you received acknowledgement/ on SOCIAL MEDIA or visit our WEBSITE for more information. See links below. Follow us on Facebook Follow
drafting of presentations and letters Transcribes information from Dictaphone Reacts to urgent requests/issues Administration Responds to requests for documentation and information Opens and distributes mail Arranges deliveries
drafting of presentations and letters Transcribes information from Dictaphone Reacts to urgent requests/issues Administration Responds to requests for documentation and information Opens and distributes mail Arranges deliveries
maintain confidentiality in handling sensitive information.*Only shortlisted candidates