appointments, organising client records and data entries.
background work required for clients who want to help with financial planning.
Specific duties
appointments, organising client records and data entries.
Offering Recommendations: assist in researching
with clients.
Supporting Client Projections: help create financial projections and reports for clients
Sydney Road operations. Post and process journal entries to ensure all business transactions are recorded Excellent organizational abilities Displays a high level of meticulousness Proficient with numbers and figures
issuing of stock, regular stock takes and data entry.
NDC Personnel &
balance sheet reconciliations. - Journal Entries: Process journal entries. - Payment Instructions: Prepare payment
balance sheet reconciliations. - Journal Entries: Process journal entries. - Payment Instructions: Prepare payment
data for reports.
account management
Daily Audit Trial Reports, Recosting of stock, entries into the purchases journal, Price changes, etc
of management packs
Ensure consolidation entries are accurate and complete
Identify and document