but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for
takes responsibility for preparing of client data, data integration, financial plan preparation, assisting
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Client data management
Responsible for client data recording on the companys
accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc
parties joint planning)
Responsible for complete data integration from the Companys CRM to various &q
shift changes Daily: Astrow System (clock card) capture of time off (leave ect) Daily Clock Card Machine working order Daily Astrow System employee master data correct & include photo (head shot) of employee VIP Payroll: Processing of payroll values & capturing of values Monthly VIP Payroll: Reports at month Clean-up of Master Data Once off VIP Payroll: EE & SDL Capturing Daily VIP Payroll: Capture the shifts for
financial efficiency improvements.
Tenders
Client. Quoting & Invoicing Tenders Receive and capture all tender notifications on Tender List. Accurate pricing and terms of validity Understand tender data Keep copy / scan of document before submitting.
problem-solving skills
expense accounts as well capturing receipts to correct debtors accounts
expense accounts as well capturing receipts to correct debtors accounts Capturing of all the invoices monthly payments via journals to the debtor's accounts Capturing of invoices and making sure that it is allocated