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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
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
filing, checking and submitting tax returns, capturing tax returns and assessments opening new tax files
a senior level.
DUTIES
property management position, at a senior level. DUTIES Compliance and Conduct Rules - Ensure compliance Financial Manager and Secretary in their respective duties and manage human resources issues. Financial Oversight issues as necessary. Meetings and Administrative Duties - Attend general, board and committee meetings
property management position, at a senior level. DUTIES Compliance and Conduct Rules - Ensure compliance Financial Manager and Secretary in their respective duties and manage human resources issues. Financial Oversight issues as necessary. Meetings and Administrative Duties - Attend general, board and committee meetings
prepare detailed reports on field trials, monitoring data, and technical findings, facilitating, communication