Sales Administration
Customer Relationship Management (CRM)
Order Processing
Inventory Management
Microsoft Office Suite
Communication Skills
Time Management
Problem-Solving
Attention to Detail
Accurately enter and manage client data and financial information into tax software and internal databases, ensuring data integrity and confidentiality.
Provide comprehensive administrative support to the tax department, including managing correspondence, organizing files, and handling general office duties.
Utilize Microsoft Excel for data analysis, spreadsheet creation, and report generation to assist in tax research and client advisory services.
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Bookkeeping
Accounts Payable
Accounts Receivable
Financial Record Keeping
Data Entry
Bank Reconciliation
General Ledger Maintenance
Accounting Software Proficiency
Attention to Detail
Organizational Skills
Monitor policy expiry dates and follow up with customers/staff on insurance renewals and premium payments.
Provide customer service support by responding to insurance-related enquiries and assisting with policy information.
Promote insurance products and services to existing staff and customers through phone calls, email, messaging, and internal communication channels.
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Documentation & Data Entry: Prepare, edit, and format documents, spreadsheets, presentations, and reports. Maintain digital and physical filing systems, ensuring data is accurate and easily accessible.
Financial Support: Assist with basic bookkeeping tasks, such as processing expense reports, invoicing, and tracking departmental budget receipts.
Education: Diploma or Bachelor’s Degree in Business Administration, Public Aministration, or a related field is highly preferred.
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Documentation & Data Entry: Prepare, edit, and format documents, spreadsheets, presentations, and reports. Maintain digital and physical filing systems, ensuring data is accurate and easily accessible.
Financial Support: Assist with basic bookkeeping tasks, such as processing expense reports, invoicing, and tracking departmental budget receipts.
Education: Diploma or Bachelor’s Degree in Business Administration, Public Aministration, or a related field is highly preferred.
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Document Preparation• Assist in preparing letters, memos, notices, and official documents.• Ensure documents are formatted properly and completed accurately.• Photocopying, scanning, printing, and distribution of documents as required.
Communication & Liaison• Serve as a point of contact for internal and external inquiries.• Liaise with suppliers, clients, and internal staff for administrative matters.• Provide basic information and support to visitors and stakeholders.
Inventory & Office Supplies• Monitor and maintain office supplies and stationery inventory.• Assist in ordering and replenishing office materials when necessary.• Ensure office equipment and supplies are well maintained.
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