Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
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
Administrator will be responsible for processing all admin for the (KAM) Emergency Care Technical Team Qualifications: yet accepted Technical Call Centre & General Admin Receive breakdown reports from customer and log necessary information is sent with the order Technical Admin Support: Transfer boot stock to Field Service Engineers
Administrator will be responsible for processing all admin for the (KAM) Emergency Care Technical Team Qualifications: yet accepted Technical Call Centre & General Admin Receive breakdown reports from customer and log necessary information is sent with the order Technical Admin Support: Transfer boot stock to Field Service Engineers
input Handle leave queries Capture and manage training, performance, and IR data in the DNA ESS system Provide annual Employment Equity data Preparation and submission of the annual ROE data Manage Department of Labour the Learning Management System Compile and check data/ information for Company newsletter and presentations
input Handle leave queries Capture and manage training, performance, and IR data in the DNA ESS system Provide annual Employment Equity data Preparation and submission of the annual ROE data Manage Department of Labour the Learning Management System Compile and check data/ information for Company newsletter and presentations
for the sales consultants Maintain Area customer data base Market intelligence and feedback on competitor market” Strong service orientation; high energy/drive; Good financial/business acumen; Ability to exert
for the sales consultants Maintain Area customer data base Market intelligence and feedback on competitor market” Strong service orientation; high energy/drive; Good financial/business acumen; Ability to exert