outstanding customer service skills Act as the liaison between clients, internal departments, and Business renewal completed and signed off before month end Assist clients with settlement process Escalate any issues
outstanding customer service skills Act as the liaison between clients, internal departments, and Business renewal completed and signed off before month end Assist clients with settlement process Escalate any issues
successful candidate will need to provide underwriting assistance to the Adviser. The position will focus on both retention and organic growth.
reporting monthly. Responsible for F3 activities to assist in the transition from HFM to OneStream reporting enhancements (including Power BI and OneStream) and assist in the creation of new financial policy and procedures Annual Financial statements Conducts research and assist with accounting and disclosure issues. Support statutory returns to appropriate authorities. Assist with position papers on accounting treatments to unit reporting pack. For half year and year end, assist with all statutory reporting deliverables, i.e
Responsible to assist Operational Financial Manager with compiling and analysing of financial reports issues with regards to financial reports and data. • Assist Operational Financial Manager with any other duties
reconciliations. • Timeous follow up on payments. • Assisting clients with account statements. • Posting of annual stock take. • Opening of new accounts and assisting clients with new credit applications. • Perform
will serve as recommendation Proficient in the MS Office package with the ability to work with Excel on
documentation is completed. Provide technical assistance to staff members (where required). Maintain excellent
control activities. Provide a variety of routine office and clerical support as required including the control activities. Provide a variety of routine office and clerical support as required including the control activities. Provide a variety of routine office and clerical support as required including the savings initiatives. Proficient with Microsoft Office applications including Excel, Word, and PowerPoint
control activities. Provide a variety of routine office and clerical support as required including the control activities. Provide a variety of routine office and clerical support as required including the control activities. Provide a variety of routine office and clerical support as required including the savings initiatives. Proficient with Microsoft Office applications including Excel, Word, and PowerPoint