Dept Of Sassa %2c Data Capture Job Jobs in Hillcrest, Kwazulu Natal
Accounting / Finance
- Headhunters (2)
Financial Planning Partner Assistant
Hillcrest
Monthly />
- Collation of all clients related information (data discovery and fact find) and preparation of documentation Planning Partner and client.
- FICA and AML capture and checking on client onboard process.
- Checking fees are received from the relevant PPs.
- Capture and checking of new business documentation to ensure to date and accurate.
- Data capture of client demographic data on client relationship management
- Client financial data capture (ASTUTE, PPs and manual).
- Data integration between XPlan
share this job on whatsappParaplanner
Hillcrest
Monthly
/>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 joint planning).
- Responsible for complete data integration from the Companys CRM to various "company completeness and data field labeling in all applications and tools.
- Responsible for full data update on
- Complete data preparation for client reviews.
- Check and ensure integrity of client data in the
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
Rd&a Lead
Hillcrest
Market related to make difficult calls based on a combination of data, analysis and experience.
Understanding
Share on Facebook
Share on Twitter
Share on Linkedin