Internal administrative duties, gathering and capturing of checklists (weekly, monthly, annual, etc.) specific documentation Journal duty at weekends and bank holidays Checking and follow up of work reports correspondence like certificates, data, protocols, paperwork, measuring protocols, MDE Data, MOM's, emails, etc. Support
Internal administrative duties, gathering and capturing of checklists (weekly, monthly, annual, etc.) specific documentation Journal duty at weekends and bank holidays Checking and follow up of work reports correspondence like certificates, data, protocols, paperwork, measuring protocols, MDE Data, MOM's, emails, etc. Support
Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
Daily cash book processing x 3 (Nedbank / Absa / Std bank) Debtors (2 x debtor schedules - 250 active debtors) Submission of credit note requests for approval and capturing of credit notes once approved. REQUIREMENTS Good
Daily cash book processing x 3 (Nedbank / Absa / Std bank) Debtors (2 x debtor schedules - 250 active debtors) Submission of credit note requests for approval and capturing of credit notes once approved. REQUIREMENTS Good
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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
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