Administration%2Cdata Capture%2Ctypist%2Csecretary Jobs in Cape Town
Financial Partner Cpt - Cbd
Headhunters
Cape Town City Centre
full responsibility for the implementation of administrative processes and controls in the Financial Planning Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking relevant client file checklist and lodgment rules. Administration relating to client transfer and new business 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
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
previous experience providing technical and administrative financial planning support to Advisers and expectations but not limited to: Technical and administrative financial planning support to Financial Advisers the client review process. Checking and / or capturing of client payments and requests. As part of financial
Paraplanner
HeadhuntersCape Town City Centre
previous experience providing technical and administrative financial planning support to Advisers and expectations but not limited to: Technical and administrative financial planning support to Financial Advisers the client review process. Checking and / or capturing of client payments and requests. As part of financial
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