client. FICA and AML capture and checking on client onboard process. Checking of transition documentation are received from the relevant PPs. Capture and checking of new business documentation to ensure completeness Financial Planning Partner and his / her clients. Check Commission statements from CommPay (internal commission template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) from NAV
Must have a matric. Communication skills. Detail checking. Computer literate. Willing to travel and sleep
Must have a matric. Communication skills. Detail checking. Computer literate. Willing to travel and sleep
vehicles. Managing the client review process. Checking and / or capturing of client payments and requests
vehicles. Managing the client review process. Checking and / or capturing of client payments and requests