and filed. Ensure that all training records is captured and updated on the system Ensure that all registers Budget and finance Ensure that all invoices are captured on the excel spreadsheet and submitted to the
requirements are met;
weekly basis and submit to the Head Of Finance
Capture ad-hoc and HR invoices to supplier accounts on
literate (MS Office Word and Excel)
Effective data capturing skills
Excellent telephone etiquette
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
detailing personal activities and forecast
Data capture of sales activities/calls and updating the CRM
detailing personal activities and forecast
Data capture of sales activities/calls and updating the CRM
business stakeholders on content, channels, systems and data related to CE.