employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career opportunity 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
employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career opportunity 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
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
but not limited to: Shipping administration: Data capturing related to receiving, stock-counts, invoicing
but not limited to: Shipping administration: Data capturing related to receiving, stock-counts, invoicing
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
accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc