Schedules are up to date and accurate.
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Reference: SW004774-AM-1 My client, a local accounting firm in Somerset West, is seeking to employ a bookkeeper to join their young dynamic team. Main function of this position will be to capturing financial data from bank statements up to Trial Balance level, including debtors, creditors and cashbo
- Effectively administering, issuing, balancing and processing petty cash journals for all petty cash transactions in line with the petty cash policy - Adhere to cash management, finance and admin related processes and procedures on systems such as Reconassist and Flooid - Effective control and mana