Telecommunications industry is currently looking to employ a Data Analyst / CRM Administrator based in Port Elizabeth Matric. Proven experience as a CRM Administrator or Data Analyst or in a similar role. Solid knowledge and system administration, including user management, data management, customization, and reporting. Strong skills. Advanced proficiency in Microsoft Excel for data analysis and reporting purposes. Attention to detail detail and organizational skills to ensure accurate data entry and system maintenance. Outstanding communication
Services industry is seeking to employ an experienced Data and Management Information Systems (MIS) Manager proficient, need to be comfortable to work with data & analyse data. Ability to function at an operational proficient, need to be comfortable to work with data & analyse data. Strong financial background & comfortable Action orientated and pro-active. Computer literacy: Data Management, MSOffice (strong Excel), Power BI (preferable control of data into production environment Update dashboards as per internal SLAs. Align with data architecture
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
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
expectations but not limited to: 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 parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company completeness and data field labeling in all applications and tools. Responsible for full data update on XPlan client. Complete data preparation for client reviews. Check and ensure integrity of client data in the various
expectations but not limited to: 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 parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company completeness and data field labeling in all applications and tools. Responsible for full data update on XPlan client. Complete data preparation for client reviews. Check and ensure integrity of client data in the various
Telegram App Emergency Situation Coordination Data Capturing and Reporting Working hours: Must be able to
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