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
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
credit notes, record in register and get approval. Captures rotations returned on the system. Writes new invoice purposes. Updates checks and charges spreadsheet. Captures scrap differences on spreadsheet. Ensures that
credit notes, record in register and get approval. Captures rotations returned on the system. Writes new invoice purposes. Updates checks and charges spreadsheet. Captures scrap differences on spreadsheet. Ensures that
hours per week), availability afterhours and on weekends if required. Extensive travelling required. Travel
hours per week), availability afterhours and on weekends if required. Extensive travelling required. Travel
sites as needed and work occasional evenings or weekends. Previous Hospitality/Restaurant Experience is