... customer representatives to identify their financial needs, engage internal specialists ... Propositions Selling: Recommend suitable financial products and services based on ... coaching to enhance capabilities in financial advising, particularly in insurance, ...
27 days ago
... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... for cross-selling and upselling financial services. Network with professionals, ...
28 days ago
... compiling and independently reviewing annual financial statements for Sole Proprietors, ... Key Responsibilities: Compile Annual Financial Statements for various entities, ... objective assessments of their financial records. Analyze financial data for accuracy, ...
14 days ago
... Management: Construction documentation Contract instructions Financial cost control Ongoing estimates Payment ...
17 days ago
... our team that works with financial services. As a member of a dedicated ...
25 days ago
... our team that works with financial services. As a member of a dedicated ...
27 days ago
... and coordinate appointments for the Financial Advisor with clients. Prepare and organize ... forms of communication for the Financial Advisor. Organize and maintain office supplies ... as needed to support the Financial Advisor. Requirements:Â Ability to take ...
3 days ago
... issues. Work closely with service advisors to provide accurate repair estimates ... , providing guidance and mentorship to junior technicians. Stay updated with the ... necessary. Customer Service: Support service advisors
28 days ago
... Duties: Prepare and review financial statements, including balance sheets, ... businesses. Develop and implement financial strategies, including budgeting, ... , forecasting, and financial reporting. Provide financial guidance and support ... support to junior staff.
18 days ago
Description: Position: Junior Accountant Requirements: Degree or ... areas). Responsibilities: Accounting Process financial records from source documents to ... VAT201 returns on eFiling. Financial Reporting Draft financial statements using Draftworx. Perform ...
14 days ago
... terms, premiums, and conditions. Analyse financial reports, claims history, and policyholder ... underwriting support and mentorship to junior underwriters. Requirements: Proven experience as ...
5 days ago
... responsible for overseeing the companys financial management, planning, and reporting ... returns (ITR14). Prepare annual financial statements. Oversee the audit process ... Accounting Consultants Management of Business Advisors Public Liability Job Experience & ...
4 days ago