Key Performance Areas:
to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial and service providers; Assisting the financial advisor in his job servicing existing clients as well as / insurance companies; Follow-up all client transactions, implementation of new business etc; Drawing
to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial and service providers; Assisting the financial advisor in his job servicing existing clients as well as / insurance companies; Follow-up all client transactions, implementation of new business etc; Drawing
recommendations for financial management Serve as a trusted advisor to clients, offering expert guidance on accounting
Responsibilities:
general ledger, reconcile intercompany loans and transactions, investigate discrepancies in income statements and legitimacy of petty cash and credit card transactions. • Gather stock take data from operational departments
not limited to: Bookkeeping (Reconciling all transactions in Xero, passing all required manual journals the tax effects of basics and more advanced transactions that they encounter (Income Tax, Payroll Taxes
and cross-sell products. Sales Transactions: Process sales transactions accurately and efficiently on clients and maintain detailed records of sales transactions. Administrative Support: Assist veterinarians
and cross-sell products. Sales Transactions: Process sales transactions accurately and efficiently on clients and maintain detailed records of sales transactions. Administrative Support: Assist veterinarians
financial records. Responsible for processing daily transactions, managing accounts payable and receivable. Assist