Reference: CAW005522-LH-1 Administrator / Receptionist - East London - Eastern Cape Our Client in the East London is looking for an Administrator / Receptionist to join their team. Proficiency in both English
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
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
but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
shift changes Daily: Astrow System (clock card) capture of time off (leave ect) Daily Clock Card Machine working order Daily Astrow System employee master data correct & include photo (head shot) of employee VIP Payroll: Processing of payroll values & capturing of values Monthly VIP Payroll: Reports at month Clean-up of Master Data Once off VIP Payroll: EE & SDL Capturing Daily VIP Payroll: Capture the shifts for
responsibilities, spanning from managing employee data and payroll processing to providing support in various Key Responsibilities : Payroll Processing: Data capturing ensuring accuracy and compliance with relevant requirements. Excellent attention to detail and accuracy in data entry and calculations. Effective communication
Debriefing of POD's and ensure all details are captured on the access system and record the driver delivery
Debriefing of POD's and ensure all details are captured on the access system and record the driver delivery
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