team • Ability to positively address customer service concerns • Ability to exercise good judgment and reconciliations monthly to ensure allocations are done correctly • Review bank reconciliations • Monthly journals
Excel, PowerPoint, Outlook, Teams) Knowledge of service provider products and their online websites operations professionalism essential Key Performance Areas: Servicing of existing clients, including reviews of their are submitted in accordance with company policy Servicing of existing clients: – Provide ongoing financial business opportunities and market the range of services and products offered – Compilation of proposals
with tax consulting matters • Assist accounting services on an ad-hoc basis with tax compliance work, as
ensuring seamless operations and high levels of service delivery • Reporting: deliver comprehensive reports