Creation and Updating file tags of Tax files. • Data Capturing and reviewing of ITA34 Income Tax Assessments
information and ensure timely submission for data capture. Meet sales growth and market share objectives
information and ensure timely submission for data capture. Meet sales growth and market share objectives
fee charges. Ensure housekeeping, cases and data capturing is completed accurately in relevant systems
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
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
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
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
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
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system Client financial data capture (ASTUTE, PPs and manual). Data integration between