client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Financial Planning Partner and his / her clients. Check Commission statements from CommPay (internal commission template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV
client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Financial Planning Partner and his / her clients. Check Commission statements from CommPay (internal commission template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV
client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Financial Planning Partner and his / her clients. Check Commission statements from CommPay (internal commission template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV
presentations. Hand over account payments on time for checking and payment processing. Controlling COD suppliers
periodic stock counts. Foreign Supplier recons – Check payments are done timeously. Please note should
periodic stock counts. Foreign Supplier recons – Check payments are done timeously. Please note should
vehicles. Managing the client review process. Checking and / or capturing of client payments and requests
vehicles. Managing the client review process. Checking and / or capturing of client payments and requests