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
book couriers for general office. Participate in DBN HSE where required. Comply with company values 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.
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necessary.
archiving where necessary. Payroll Data Administration Assist with payroll data (-180employees), including but information/correspondence related to payroll. Assist with capturing of leave on Payroll system within deadlines accurately compiling data related to HR year-end tasks using various systems/processes to gather data (e.g. Long
working on CMA and Loom advantageous. Duties: Capturing of listings onto the Propdata System Managing
working on CMA and Loom advantageous. Duties: Capturing of listings onto the Propdata System Managing