The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers
include but are not limited to: Manage accounting transactions and budget forecasts Reconcile accounts payable financial health and liquidity Audit financial transactions and documents Prepare asset, liability, and statement, and other reports Substantiate financial transactions by auditing documents Maintain accounting controls
accounts receivable transactions. Maintain accurate records of financial transactions. Assist with payroll
ensure the accuracy of all inventories. All transactions entered into the financial system (Sage x3)
discrepancies, and ensure accurate recording of transactions. Compliance: Ensure compliance with accounting
discrepancies, and ensure accurate recording of transactions. Compliance: Ensure compliance with accounting
accounts by verifying, allocating, and posting transactions. Assisting in annual audit by providing auditors
necessary. Maintain accurate records of credit transactions and customer interactions. Assist with data