correspondence with clients, third-party providers, and product houses.
accounting function for a range of investment products and trusts Remain abreast of changes in tax and equivalent) A logical approach to assessing productivity and implementing solutions Experience of or
with the preparation of client invoicing for all product divisions. Maintain and reconcile accounts receivable
support of new premium management processes for all products administered by EssentialMED Ensure Debit order
support of new premium management processes for all products administered by EssentialMED Ensure Debit order
appropriately. A logical approach to assessing productivity and implementing solutions. Calculating and
with the preparation of client invoicing for all product divisions.
with the preparation of client invoicing for all product divisions. Maintain and reconcile accounts receivable