Admin%2Cdata Capturing%2Cproduction%2Cclerk Jobs in Durban
- Durban (2)
- Durban North (2)
Catch Recruit
Partner Assistant
Catch Recruit
Durban North
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
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
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
Paraplanner Durban
Catch RecruitDurban
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive
Risk Consultant Durban
Catch RecruitDurban
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
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