Administration,data Capture,typist,secretary Jobs in Cape Town City Centre
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Financial Partner Cpt - Cbd
Headhunters
Cape Town City Centre
full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
previous experience providing technical and administrative financial planning support to Advisers and expectations but not limited to: Technical and administrative financial planning support to Financial Advisers
Paraplanner
HeadhuntersCape Town City Centre
previous experience providing technical and administrative financial planning support to Advisers and expectations but not limited to: Technical and administrative financial planning support to Financial Advisers
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