Prepare and manage business documents such as quotations, invoices, delivery orders, and service documents accurately and on time.
Maintain organised records for quotations, purchase orders, customer information, and operational workflows so the team can access the correct information easily.
Gather and coordinate information from sales, technical, operations, and accounts teams to support quotation preparation, order processing, and handovers.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Manage the full set of accounts, including timely day-to-day postings and month-end General Ledger closing.
Review journal vouchers and payment vouchers for approval and signature, perform bank reconciliations, monitor petty cash, and maintain the fixed assets register with periodic audits.
Develop, maintain and operate the product costing system and record unit costs for manufactured products.
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