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
issues
employment contracts Capturing hours worked, processing payroll and producing payslips Capturing leave taken Assisting
employment contracts Capturing hours worked, processing payroll and producing payslips Capturing leave taken Assisting
Debriefing of POD's and ensure all details are captured on the access system and record the driver delivery
Debriefing of POD's and ensure all details are captured on the access system and record the driver delivery
responsible for, but not limited to: Data exporting, collating and updating Data analysis and reporting on key
responsible for, but not limited to: Data exporting, collating and updating Data analysis and reporting on key
communication skills Duties:- Data exporting, collating and updating Data analysis Reporting on key areas