volumes of data (meticulous attention to entry of data, comfortable dealing with huge volumes of data, etc financial transactions by posting and verifying data. Define bookkeeping policies and procedures. Develop maintain fixed asset registers. Prepare information and data for auditors. Prepare budget and monitor variances
volumes of data (meticulous attention to entry of data, comfortable dealing with huge volumes of data, etc financial transactions by posting and verifying data. Define bookkeeping policies and procedures. Develop maintain fixed asset registers. Prepare information and data for auditors. Prepare budget and monitor variances
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
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:
detail. Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
detail. Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
Teamwork Examining information (interrogate claims data) Articulating information Upholding standards Accountability