refreshments for all offices in the Company Monitor the central company e-mail accounts Receive, validate reconcile the daily bank statement for both Company Advisory and company relating to commission / fee deposits Financial Planning Partners who have left the company Preparation of month end reconciliation packs for
refreshments for all offices in the Company Monitor the central company e-mail accounts Receive, validate reconcile the daily bank statement for both Company Advisory and company relating to commission / fee deposits Financial Planning Partners who have left the company Preparation of month end reconciliation packs for
using Microsoft Excel Recommending changes to the company's processes and policies to reduce cost and maximise
using Microsoft Excel Recommending changes to the company's processes and policies to reduce cost and maximise