Data Capturing%2Centry Clerk Jobs in Cape Town
Headhunters
Financial Planning Partner Assistant (half Day)
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 whatsappFinancial Partner Cpt - Cbd
HeadhuntersCape 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
Paraplanner
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Financial Advisor (risk Products)
HeadhuntersCape Town City Centre
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
Financial Advisor Cpt - Cbd
HeadhuntersCape Town City Centre
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
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