make invoice on Sage with relevant pricing for customer and references and print 2 copies of delivery delivery note to invoice and email to customer. Some customers require a quote. So you would add this figures Enter stock received figures Allocate customer payments to the relevant account Answer sales production schedule for the following day Answer calls and emails with quotations Balance physical cash it balances) Age analysis Send statements to customers Check what we still owe suppliers Check what is
financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation communications skills High energy individual who is customer centric and relationship orientated Methodical within the company. 4-5 years in the financial services industry. Relevant tertiary education or courses
clients on all tax related queries that may arise, customs onboarding on RLA system, VAT and PAYE applications
and check their accuracy Respond to prospective customer queries about financial planning Improve people's
and check their accuracy Respond to prospective customer queries about financial planning Improve people's