optimal cost management
- Mentor finance and admin teams to ensure streamlined processes
- Oversee
orders, supplier invoicing, statements etc Various admin duties eg: Sending bulk emails, notifications, announcements
memos, and reports Handle incoming and outgoing admin mail and maintain a well-organized CRM and online
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
statutory returns, and payroll Manage a team of 5 admin staff (2 bookkeepers, accounts clerk, receptionist
cashbook queries raised immediately · Assist with the admin roles during Branch stock takes · Year-end customer
accurate daily stock control. Mentor finance and admin staff to ensure proper financial control processes
advices of monies due. Usually reports to Accounts/Admin Supervisor, Bookkeeper or Accountant. The person
towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times