growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients and general market movement, as outlined in the sales and service process. Ensure report is accurate and
and supplier industry. We require a Sales and Financial Assistant who is a passionate and intelligent and calculations Key Responsibilities: Finance: - Assist in preparing and processing invoices, payments reports - Assist in budgeting and forecasting - Perform financial data analysis and reporting Sales: - Assist Assist in processing sales orders and quotations - Maintain accurate sales records and reports - Provide and support - Coordinate with the sales team to ensure effective sales operations Shared Responsibilities:
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients and general market movement, as outlined in the sales and service process. Ensure report is accurate and
system for approval. Assisting debtors and creditors clerks with reconciliations. Assisting debtors and creditors Review and input of landed cost, other COGS and sales pricing. Monitor shipments and liaise with freight responsibility. Manage and report on cash-flow. Produce sales analysis. Adherence to monthly reporting key dates
Access – At present operating on 2 Systems. Excel Sales summary analysis & Age Receivables. Creditors
research suppliers - Negotiate prices and terms - Assist in inventory management - Provide administrative