their financial goals Regularly review clients' bank and other accounts and analyze their financial data
their financial goals Regularly review clients' bank and other accounts and analyze their financial data
functions Competence in performing and reconciling bank transactions Knowledge of tax legislation, encompassing
commission system Monitor and reconcile the daily bank statement for both Company Advisory and company provider commission statements relative to the daily bank deposits received Create and process manual commission
resolved timeously.
Analyzing bank charges from the various banks on a monthly basis and present the
commission system Monitor and reconcile the daily bank statement for both Company Advisory and company provider commission statements relative to the daily bank deposits received Create and process manual commission
payable, etc.) Ensure the correct allocation of bank statement transactions Preparation and submission
payable, etc.) Ensure the correct allocation of bank statement transactions Preparation and submission
etc.)