Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
literate (MS Office Word and Excel)
Effective data capturing skills
Excellent telephone etiquette
detailing personal activities and forecast
Data capture of sales activities/calls and updating the CRM
detailing personal activities and forecast
Data capture of sales activities/calls and updating the CRM
report detailing personal activities and forecast Data capture of sales activities/calls and updating the CRM
report detailing personal activities and forecast Data capture of sales activities/calls and updating the CRM
Reference: SW004774-AM-1 My client, a local accounting firm in Somerset West, is seeking to employ a bookkeeper to join their young dynamic team. Main function of this position will be to capturing financial data from bank statements up to Trial Balance level, including debtors, creditors and cashbo
Reference: CTF018745-Jen-1 A prestigious company is seeking an accountant boasting a finance degree and one years of working experience to join their team. Does preparing monthly management accounts for 5 global entities and liaising with external accounting firms peak your interest? I suggest you a
Reference: CTF018745-Jen-1 A prestigious company is seeking an accountant boasting a finance degree and one years of working experience to join their team. Does preparing monthly management accounts for 5 global entities and liaising with external accounting firms peak your interest? I suggest you a
information and ensure timely submission for data capture. Meet sales growth and market share objectives