client, established in 1993, is a leader in the accounting and audit industry, combining a wealth of experience
KEY RESPONSIBILITIES Receive, confirm, and validate orders. Processing of orders and quotes. Confirm Pricing and Price Agreements Product listing on all new deals. Management of existing listing Order portal management. Attend to retail sales team telephone calls. Assisting externals when required.
conditions are maintained. This role involves Bookkeeping, General Administration and Property Maintenance
conditions are maintained. This role involves Bookkeeping, General Administration and Property Maintenance
coordinate meetings and appointments Do basic bookkeeping tasks, such as data entry and record-keeping
coordinate meetings and appointments Do basic bookkeeping tasks, such as data entry and record-keeping
Constant management of the CRM systems to ensure account and contacts are loaded correctly, current, and
person and online IFA engagement.
Visiting accounts or attending events where needed.
Establishing
and analysis of business flows, account activity including new accounts (TOB), trends, target versus actual
business, funding levels and activity both at account level but also for internal reporting on business
in respect of developing these accounts into business generating accounts.
Competencies:
Proficiency
corresponds with goods to be delivered Ensure account details are correct Ensure purchase order (if applicable delivery notebook Reconfirm order according to account/terms and conditions. Ensure cancellation of existing mathematics At least 3 years experience in a general accounting/ customer service administration position Intermediate
administrative area such as Billing, Accounts Payable, Accounts Receivables, Bid Management, or Property
administrative area such as Billing, Accounts Payable, Accounts Receivables, Bid Management, or Property