databases are updated to allow for the capturing of API data Core Competencies: Good interpersonal kills reviewing skills, including the ability to evaluate data critically Ability to perform task concurrently the ability to critically evaluate and Interpret data MS Office computer literacy, particularly the following
databases are updated to allow for the capturing of API data Core Competencies: Good interpersonal kills reviewing skills, including the ability to evaluate data critically Ability to perform task concurrently the ability to critically evaluate and Interpret data MS Office computer literacy, particularly the following
databases are updated to allow for the capturing of API data Core Competencies: Good interpersonal kills reviewing skills, including the ability to evaluate data critically Ability to perform task concurrently the ability to critically evaluate and Interpret data MS Office computer literacy, particularly the following
databases are updated to allow for the capturing of API data Core Competencies: Good interpersonal kills reviewing skills, including the ability to evaluate data critically Ability to perform task concurrently the ability to critically evaluate and Interpret data MS Office computer literacy, particularly the following
meetings Manage and organize the driver Excel data capturing General sourcing and assisting with staff entertainmentShould
meetings Manage and organize the driver Excel data capturing General sourcing and assisting with staff entertainmentShould
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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 Planner and insurance 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
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