Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
expectations but not limited to: Shipping administration: Data capturing related to receiving, stock-counts, invoicing
expectations but not limited to: Shipping administration: Data capturing related to receiving, stock-counts, invoicing
Reports on production activities, and other relevant data to production manager. Manage and oversee all production
efficiently. Monitor equipment performance, analyse data and make recommendations for improvements to enhance