documents as needed. Data Entry and Record Keeping: Accurately enter and update data in accounting and CRM Maintain accurate records of transactions and ensure data integrity. Assist in managing company databases skills. Excellent attention to detail and accuracy in data entry and record keeping. Strong written and verbal
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate and receive
and technologies to protect against cyber threats, data breaches, and unauthorized access.
management of IT systems, including data entry, updates, and ensuring data integrity. Contribute to IT Reporting: compliance, and participating in audits to ensure data protection and regulatory compliance. Please Note
lities:
analytical skills with the ability to interpret data and make data-driven decisions
requests received from Clients.
reconciliation, analysis and preparation of data. Data interrogation and analysis. Develop an understanding of sensitive client data. Deals with large quantities of portfolio and market data. Understanding of portfolio