Data Capture Jobs At Absa Jobs in South Africa
Financial Planning Partner Assistant
Headhunters
East London
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
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
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
Hr And Payroll Officer Port Elizabeth
HeadhuntersSouth Africa
processing of weekly and monthly payroll. Review, capture and ensure accuracy of approved timesheets, overtime reconciliations. Leave management – Including capturing of leave and maintaining a leave forms filing with the company. Responsible for salary advance data and ensuring deductions reflect correctly on the includes tax invoice, proof of payment and certificate data. 3. HR and Company Admin Duties: Ensuring employees
Paraplanner East London
HeadhuntersEast London
but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
Paraplanner
HeadhuntersHillcrest
expectations but not limited to: Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company completeness and data field labeling in all applications and tools. Responsible for full data update on XPlan client. Complete data preparation for client reviews. Check and ensure integrity of client data in the various
Paraplanner Hillcrest
HeadhuntersHillcrest
expectations but not limited to: Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company completeness and data field labeling in all applications and tools. Responsible for full data update on XPlan client. Complete data preparation for client reviews. Check and ensure integrity of client data in the various
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
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
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
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
Creditors Clerk Port Elizabeth NEW
HeadhuntersSouth Africa
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
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
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