client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
correspondence, including emails, letters, and phone calls. Schedule and coordinate meetings, appointments Assist in the preparation of payroll and ensure timely disbursement of salaries. Help with the preparation (Excel, Word, Outlook). Strong organisational and time-management skills. Excellent attention to detail
responsible for managing accounts receivable, ensuring timely collection of outstanding invoices, and maintaining invoices that are completely matched and in hand Call clients bi-weekly to confirm no queries and request clients Ensure clients pay as per agreed terms Ensure timely delivery of documents to clients Job Experience
and penalties Address all supplier queries in a timely manner Ensure all new suppliers provide relevant banking details Telephonic creditors experience (calling creditors) Ensure supplier age analysis balance Assist with company projects as allocated from time to time Assist with year-end audit Identifying creditor-related Strong numerical skills Excellent organisational and time management skills Honest and reliable Discretion
schedules, tax schedules, and others.
accounts receivable process, ensuring accurate and timely billing and collections.
within this Finance team. Be part of their exciting journey during a time of growth and transformation
with funds is "fun" right? Well, I am calling all Fund Specialists as we are recruiting a role
with customers on overdue payments through phone calls, emails, or letters. Credit Control: Assessing creditworthiness