Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc) requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line with business
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc) requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line with business
recommendations and guidance on the SAP Finance platforms (SAP S/4HANA Finance, SAP Insurance Analyser, SAP GRC, SAP Solution Architecture experience. Experience SAP S/4 HANA Finance, SAP Insurance Analyser, SAP GRC, SAP
& Business Review report Coordinating the Learnership, Apprenticeship and/or Internship programme training
& Business Review report Coordinating the Learnership, Apprenticeship and/or Internship programme training
Provide administration support to Project Manager/s and Project teams which includes minute-taking, diary