client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
organizational and time management skills. Ability to work independently and as part of a team. Prior experience
organizational and time management skills. Ability to work independently and as part of a team. Prior experience
billing to assigned customers and send to Customers on time. Maintain the payment schedule of assigned customers customers and ensure that payment is made on time by the customers. Review creditors reconciliations and
billing to assigned customers and send to Customers on time. Maintain the payment schedule of assigned customers customers and ensure that payment is made on time by the customers. Review creditors reconciliations and
problem-solving abilities. Strong organizational skills and time management. Please note should you not receive a
problem-solving abilities. Strong organizational skills and time management. Please note should you not receive a
levels of accuracy and precision Able to work as part of a team and independent when required Positive
levels of accuracy and precision Able to work as part of a team and independent when required Positive