Must have digital dictation, secretarial and data capturing experience. (Multi speaker typing) Must have
which need to be escalated.
Must have digital dictation, secretarial and data capturing experience. (Multi speaker typing) Must have
internal teams.
Order (PO) Processing:
Learn to capture and process purchase orders accurately.
Verify
Data Entry and Reporting:
Gain experience in entering financial data into relevant
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
/>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
and Creditors
and internal teams. Data Management: Capture and maintain creditors master data. Relationship Building: