Corporate Administration
Viewpoint Entity Administration is a comprehensive entity management system designed to capture and maintain all client related information such as entity structure, beneficial owners, shares, officers, relationships, banking, registrations, and more.
As a corporate administrator, you will get in depth lessons that will help you understand fundamental concepts of Viewpoint, get intimately familiar with the Entity Administration component, and generally approach your tasks with greater efficiency.
This course was developed using Viewpoint version 8.0
Corporate Administration
Viewpoint Entity Administration is a comprehensive entity management system designed to capture and maintain all client related information such as entity structure, beneficial owners, shares, officers, relationships, banking, registrations, and more.
As a corporate administrator, you will get in depth lessons that will help you understand fundamental concepts of Viewpoint, get intimately familiar with the Entity Administration component, and generally approach your tasks with greater efficiency.
This course was developed using Viewpoint version 8.0
What this course covers
This course covers all main focus areas for a corporate administrator to effectively use the application. Level 1 comprises the basics of searching for and setting up a Master File and Entity File, then moves on to how time is recorded, and how reports can be effectively accessed and utilized. Level 2 focusses on managing relations on Master Files, before moving on to understand owners and controllers, and then taking an in-depth look at some scenarios around share ownership and transactions. Following that, there will be useful information on invoicing, as well as bank account setup. Finally, the Manager level focusses on approvals and posting relating to invoices, before looking at timesheet management and time approvals.
Course Instructor
Chris Day | Application Support & Training Manager at Vantage
Chris has over 15 years of experience in business and systems areas of corporate service providers and financial institutions based in Jersey, Channel Islands, and has 8 years of technical experience with Viewpoint. His experience covers the core modules of Viewpoint, and all aspects of technical support.
Chris is ICSA certified in Offshore Finance and Administration, and has experience in data analysis, SQL development, SSRS reporting and media production.
Course Instructor
Chris Day | Application Support & Training Manager at Vantage
Chris has over 15 years of experience in business and systems areas of corporate service providers and financial institutions based in Jersey, Channel Islands, and has 8 years of technical experience with Viewpoint. His experience covers the core modules of Viewpoint, and all aspects of technical support.
Chris is ICSA certified in Offshore Finance and Administration, and has experience in data analysis, SQL development, SSRS reporting and media production.
Accessibility
If you have a disability or a personal circumstance that will affect your learning in this course, please let us know as soon as possible so that we can discuss the best ways to meet your needs. We can discuss your requirements with your course administrator so that that suitable measures and solutions can be put in place to enhance your learning.
Email us on info@vantage.ky or contact your internal course coordinator to discuss your learning needs.