of commission sheets for files.
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and 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 Planning Partner and 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
abilities. Attention to detail and accuracy in capturing. The ability to work according to strict deadlines
Completing and updating quotations on Syspro.
- Capturing of sales orders and dispatch notes on Syspro.
-
working on CMA and Loom advantageous. Duties: Capturing of listings onto the Propdata System Managing
documentation on a timely basis whilst adhering to the Banks policies and procedures KEY PERFORMANCE AREAS P
qualified administrator with expereince in analyzing data from various sources. This position requires advanced exporting data from various internal systems into MS Excel, cleaning data and preparing data in MS Excel
qualified administrator with expereince in analyzing data from various sources. This position requires advanced exporting data from various internal systems into MS Excel, cleaning data and preparing data in MS Excel
stakeholders. Ensure that all minutes are accurately captured and timeously finalised in line with service levels