the department through the processing, recording, reconciliation and reporting of financial data, verifying procedures and processes; Receive and accurately capture payments on the accounting system as well as prepare inter-departmental account; Consolidate and reconcile financial data and prepare statutory returns; Manage the issuing
members of the team and other departments
Defaulters and Liaise with them re Bad Debts
Capturing and attending to transfers of all Share Registers
Conduct weekly meetings with the heads of department
Liaise with Sales agent and clients for
applications Capture and report on returned debit orders and vault arrears Update and maintain SQL data Move
applications Capture and report on returned debit orders and vault arrears Update and maintain SQL data Move
applications Capture and report on returned debit orders and vault arrears Update and maintain SQL data Move
to manage their workflow and follow-ups. Manage data collection, logging and distribution to monitor from Para Planner are FICA compliant and signed. Capture all policy details on Elite Wealth, upload confirmation production report. Capture policy and investment data on Elite Wealth or send data to Provider if > clients. Pull annuity reviews and e-mail to clients. Capture and update client information on CRM system Qualification:
to manage their workflow and follow-ups. Manage data collection, logging and distribution to monitor from Para Planner are FICA compliant and signed. Capture all policy details on Elite Wealth, upload confirmation production report. Capture policy and investment data on Elite Wealth or send data to Provider if > clients. Pull annuity reviews and e-mail to clients. Capture and update client information on CRM system Qualification:
reporting to management
includes the entire cycle of payroll processing from capturing new employees, leave, terminations, etc.)