Job Description:
Data Management:
/>1. Client Data Management:
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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
Daily:
Astrow System (clock card) capture of time off (leave ect) Daily
Clock Card Machine
working order Daily
Astrow System employee master data correct & include photo (head shot) of employee
VIP Payroll: Processing of payroll values & capturing of values Monthly
VIP Payroll: Reports at
Master Data Once off
VIP Payroll: EE & SDL Capturing Daily
VIP Payroll: Capture the shifts
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
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
supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for
takes responsibility for preparing of client data, data integration, financial plan preparation, assisting
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Client data management
Responsible for client data recording on the companys
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 Companys CRM to various &q
shift changes Daily: Astrow System (clock card) capture of time off (leave ect) Daily Clock Card Machine working order Daily Astrow System employee master data correct & include photo (head shot) of employee VIP Payroll: Processing of payroll values & capturing of values Monthly VIP Payroll: Reports at month Clean-up of Master Data Once off VIP Payroll: EE & SDL Capturing Daily VIP Payroll: Capture the shifts for