Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and 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
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Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and 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
stakeholders to ensure the optimal performance, data integrity, and security of HRIS. 1. HRIS Administration maintain HRIS platforms and databases, ensuring data accuracy, security, and compliance with relevant 3. Data Management and Reporting: Oversee the collection, validation, and maintenance of HR data within within HRIS databases, ensuring data accuracy, consistency, and confidentiality. Generate standard and ad Develop and implement data governance policies and procedures to maintain data quality and integrity
stakeholders to ensure the optimal performance, data integrity, and security of HRIS. 1. HRIS Administration maintain HRIS platforms and databases, ensuring data accuracy, security, and compliance with relevant 3. Data Management and Reporting: Oversee the collection, validation, and maintenance of HR data within within HRIS databases, ensuring data accuracy, consistency, and confidentiality. Generate standard and ad Develop and implement data governance policies and procedures to maintain data quality and integrity
to:
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
responsible for, but not limited to: Data exporting, collating and updating Data analysis and reporting on key
responsible for, but not limited to: Data exporting, collating and updating Data analysis and reporting on key
to: