/>Collation of all clients related information (data discovery and fact find) and preparation of documentation
Planner and insurance 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
up to date and accurate.
Data capture of client demographic data on client relationship management
XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration between XPlan
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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 Planner and insurance 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
independently. Working hours 08h00-17h00 Monday to Friday and 08h00-13h00 on a Saturday and public holidays
checks on the LexisNexis spreadsheet -
· Capturing and uploading of fingerprints for LexisNexis
· Send through an updated report for captured fingerprints
· Booking fingerprints appointments
commercial property investments. We are looking for a receptionist/ general assistant to support our Bellville
received Procurement Services Capture Job Cards for processing Capture supplier invoicing Procure relevant
admin requirements Ordering of order books and capturing number sequences for internal records Assisting admin Assisting Internal Sales with filing and capturing Stock taking stationery weekly and monthly Amongst
at all levels
will include, but not limited to; Assisting of Capturing of supplier invoices Handling all supplier RFC’s