Planner, Adobe, X Plan, Canva). Exceptionally strong admin skills. Super efficient and organized. Strong Written administration of quotes and client portfolio updates. Capturing of details onto the new business register 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
of same. Manage all courier deliveries. General admin, e.g. filing, spreadsheets, etc. Please note should
of same. Manage all courier deliveries. General admin, e.g. filing, spreadsheets, etc. Please note should
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 Policy 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
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 Policy 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
Planner, Adobe, X Plan, Canva). Exceptionally strong admin skills. Super efficient and organized. Strong Written administration of quotes and client portfolio updates. Capturing of details onto the new business register and
of chemicals according to the protocols. Data capture. Statistical analyses. Interpretation of results
Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products; local
Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products; local