Packer Picker%2cdata Capture Jobs in South Africa
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Financial Partner Cpt - Cbd
Headhunters
Cape Town City Centre
Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking 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 management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
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