... • Generate weekly, monthly, and quarterly financial reports. • Set up all vendors ... in the financial systems. • Handle special projects ... pivot tables). • Working knowledge of financial software (i.e., Pastel Accounting). • Dedicated commitment ...
2 days ago
... records within CRM systems. Assist financial advisors and clients with documentation ... Microsoft Office Suite. RE5 and Financial Planning or Wealth Management qualifications ...
3 days ago
... Pastel within set deadlines * Support Financial Managers and Directors with supplier ... queries *Assist Financial Manager with audit queries *Perform ...
6 days ago