Ordering agency supplies and managing general admin. Please note should you not receive a response within
Ordering agency supplies and managing general admin. Please note should you not receive a response within
Foreign Exchange Contracts. Processing of journal entries. Review sales accruals and liaise with AR Accountants
Foreign Exchange Contracts. Processing of journal entries. Review sales accruals and liaise with AR Accountants
Assisting with client queries. Assisting with general admin if required. Requesting of Natis documents at relevant
Assisting with client queries. Assisting with general admin if required. Requesting of Natis documents at relevant
third parties where necessary. Managing suspense entries in line with internal business processes. Preparation
third parties where necessary. Managing suspense entries in line with internal business processes. Preparation
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:
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and