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
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
not limited to: 1. Supply Chain Coordination: Data capturing related to receiving, stock-counts, invoicing management duties. Receive stock at the warehouse, capture it on SAP system and ensure correct distribution
not limited to: 1. Supply Chain Coordination: Data capturing related to receiving, stock-counts, invoicing management duties. Receive stock at the warehouse, capture it on SAP system and ensure correct distribution
Application of chemicals according to the protocols. Data capture. Statistical analyses. Interpretation of results
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
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
products through. Management and liaison with the Nedbank Avo regarding products listed with them. Please
products through. Management and liaison with the Nedbank Avo regarding products listed with them. Please