quality and efficient professional end-to-end customer services and related processes. Maintain and enhance legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards
Accountant in managing Debtors book: Sending out of customer statements at the beginning of the month Ensuring Ensuring all documents are provided to customers on a timely basis to allow timely payment of outstanding outstanding amounts due Following up with Customers mid-month to establish whether all documentation has been received Following up on overdue customer accounts Generating invoices and send it out to the customer Follow up on and and resolving customer queries relating to invoices and pod's Maintains historical records by filing documents
profitability
Manage Daily Banking Issuing Credit notes Managing customer enquiries and account disputes Matric Certificate
commitment to excellence and our dedication to customer satisfaction. This is a full-time Financial Planner
commitment to excellence and our dedication to customer satisfaction. This is a full-time Financial Planner
recorded in the correct day book, suppliers ledger, customer ledger, and general ledger. Accounts Payable and
recorded in the correct day book, suppliers ledger, customer ledger, and general ledger.
Accounts
various registrations - Income tax, VAT, PAYE, Customs (import and export), NPO, PBO, Turnover Tax, Estate