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managers, and family offices to drive investor inflows.
Cultivate and maintain relationships with
involves maintaining accurate records of cash inflows and outflows, reconciling daily transactions, and
Schedules, and Service Level
• Review the call inflow pattern and the required resource to comply with
flow, including forecasting and monitoring cash inflows and outflows.
may include but not limited to: - Increase net inflows amongst independent financial advisors (large,
using audit software (CaseWare, Pro-Audit, CCH, Inflow) and Microsoft Office Suite.
Claim
Cashbook Maintenance: Accurately record all cash inflows and outflows in the cashbook daily Reconcile the
project's cash flow over time, including expected inflows and outflows of cash, to help ensure that there
on a daily basis &
management of cash inflow.
- Basic bookkeeping requirements as support