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Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
benefits Meet monthly GP and sales targets Ensure data integrity Submit sales information on time Adgere
Efficiently Strong Numeracy and Literacy Skills Data expert (advanced excel) Excellent communication Buyers Product and orders control checks to ensure data integrity Manage Kimble, swing tag and courier requirements skills. Qualification in Fashion Design Expertise in data capture. Strong time management skills with the
Efficiently Strong Numeracy and Literacy Skills Data expert (advanced excel) Excellent communication Buyers Product and orders control checks to ensure data integrity Manage Kimble, swing tag and courier requirements skills. Qualification in Fashion Design Expertise in data capture. Strong time management skills with the
employee work hours and leave, providing essential data for payroll calculation and reporting. Minimum Requirements: relevant metrics Conduct regular audits to ensure data integrity and compliance with company policies and
arise; Perform regular system backups and ensure data integrity; Manage user accounts and permissions; arise; Perform regular system backups and ensure data integrity; Manage user accounts and permissions;
feedback on time sheets to ensure accurate repair data.