driver
based in Long Street, CBD is looking for a JUNIOR DATA COORDINATOR to join their Beauty Industry.
< flights etc.to Blackheath for travel purposes. Filing, data capturing, work on excell spreadsheets, pastel. Matric Matric, experience in administration, pastel, data capturing, debit and credit experience.
to Blackheath for travel purposes. Filing, data capturing, work on excell spreadsheets, pastel. Matric Matric, experience in administration, pastel, data capturing, debit and credit experience.
to Detail Processing documents for invoicing Data Capturing Processing Administration Duties Administration
to Detail Processing documents for invoicing Data Capturing Processing Administration Duties Administration
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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 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
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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 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
/>Collation of all clients related information (data discovery and fact find) and preparation of documentation
Planner and insurance client.
FICA and AML capture and checking on client onboard process.
Checking
fees are received from the relevant PPs.
Capture and checking of new business documentation to ensure
up to date and accurate.
Data capture of client demographic data on client relationship management
XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration between XPlan
Communication Management Data Analysis & Reporting: Collect, analyze, and summarize project data to generate reports