Receive and process bakkie bookings, ensure that all bookings are communicated to the driver in advance Engineer or place an order through Procurement. Ensure all necessary information is sent with the order Convert job cards and invoicing Check Team's job cards for all necessary information, query missing information
Receive and process bakkie bookings, ensure that all bookings are communicated to the driver in advance Engineer or place an order through Procurement. Ensure all necessary information is sent with the order Convert job cards and invoicing Check Team's job cards for all necessary information, query missing information
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained BDM or Financial Planner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained BDM or Financial Planner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
electronic copies Improve and ensure quality of all quotes – appearance and content; Assist in completing
electronic copies Improve and ensure quality of all quotes – appearance and content; Assist in completing