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 Policy 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
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 Policy 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
creating more efficient ways to capture data information (capturing sheets, etc.) Produce clients' comprehensive
creating more efficient ways to capture data information (capturing sheets, etc.) Produce clients' comprehensive
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
to clear or upgrade parts in stock and submit Capture lost sales and report on the reasons related to
emanating from the input Handle leave queries Capture and manage training, performance, and IR data in
emanating from the input Handle leave queries Capture and manage training, performance, and IR data in