Experienced Waiters, Bellville, Northern Suburbs. Company Name: Copper Club. Experienced waiters needed
consulting business by effectively managing data capturing and drafting, handling administrative tasks and not limited to: Perform monthly data gathering, capturing and storage of client information Drafting of consultants with capturing of Employment Equity Reports Monthly Data Gathering, capturing and storage of clients Engaging with clients to book training captured on Workplace Skills Plans Liaising with 3rd party Discretionary Grant Funding on behalf of clients Capturing of prospects and quotes sent Management of training
consulting business by effectively managing data capturing and drafting, handling administrative tasks and not limited to: Perform monthly data gathering, capturing and storage of client information Drafting of consultants with capturing of Employment Equity Reports Monthly Data Gathering, capturing and storage of clients Engaging with clients to book training captured on Workplace Skills Plans Liaising with 3rd party Discretionary Grant Funding on behalf of clients Capturing of prospects and quotes sent Management of training
creditors-Local • Capture invoices- Match to GRN • Payment process on Syspro Sundry creditors • Payment capture on Syspro
tasks, will include but is not limited to: ● Capturing new sales orders daily. ● Attend to emails and
incoming and outgoing mail and packages; Data capturing and administrative duties; General sourcing and
incoming and outgoing mail and packages; Data capturing and administrative duties; General sourcing and
Word
Duties:
Data capturing
Reconciliations of cash ups and suppliers
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 Policy 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 Outlook integration) Address all technology issues experienced by the Financial Planning Partner and facilitate
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 Policy 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 Outlook integration) Address all technology issues experienced by the Financial Planning Partner and facilitate