barnard carvajal

* Represent the company in a professional manner at all the times. * Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises * Conducting in-depth reviews of clients' financial circumstances, current provision and future aims * Analysing information and preparing plans best suited to individual clients' requirements * Assisting clients to make informed decisions * Designing financial strategies * Ensure that all proper and legal documents are received, current, accurately verified and entered into the IPOS * Performs relevant presentations to encourage client prospects on our products and services * Develop and maintain existing client relationships. * Distribute all company or community-issued notices.

* Creating and sending invoices to clients for payment and researching disputed invoices * Maintaining daily logs of all transactions; journal entries with regard to income, expenses and fund transfers * Contacting customer regarding payment inquiries * Balancing of payment and receipts * Maintains and makes necessary adjustments to various records and/or logs such as journals, payroll/ time reports, or property record * Reconciles simple bank statements or department records * Makes and checks necessary calculations * Compiles routine numerical information for report purposes by hand or by running routine recurring reports on internal computer records * Prepares or checks invoices, requisitions and other documents for processing; encodes and obtains approval when necessary * Perform clerical duties such as sorting mail, filing and typing, operates variety of general office equipment