Plant Engineering Manager Jobs in Kloof, Kwazulu Natal
Ultra Personnel : Pharmaceutical, Insurance, Engineering
Financial Planning Assistant - Kzn
Ultra Personnel : Pharmaceutical, Insurance, Engineering
Kloof
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan Extensive use of XPlan notes and tasks to manage client records and organization of practice Prepare
share this job on whatsappFinancial Planning Assistant Kloof
Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan Extensive use of XPlan notes and tasks to manage client records and organization of practice Prepare
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