A Financial Planning Assistant (FPA) provides support to financial advisors and planners. Their overall responsibility is to provide clients with high quality work by paying attention to details, completing tasks and taking a proactive and reactive approach to client requirements.
Mortgage Broking Assistant (MBA) provides lending support for the mortgage broker. They help facilitate deals between lenders and lending institutions. MBAs are responsible for organising and preparing documents for the entire loan process.
An Executive Assistant ensures that the work process continues to run smoothly. They work both on a one-to-one basis with executives, internal and external clients. As an EA, they are responsible for documenting the minutes of the meeting, fixing schedules, preparing reports, organising documents, and keeping records.
An Administrative Assistant performs a variety of administrative, clerical and basic finance tasks. They are responsible for updating records, preparing documents, basic financial analysis, and implementing policies.
Accounting Assistant provides support to Accountants by helping them with basic bookkeeping and accounting tasks. They are usually responsible for reconciling bank records or draft financial documents. They are also involved with invoicing customers and collecting payments. Their duties include performing clerical tasks such as processing and recording transactions, preparing reports and budgets, fielding communications with clients and vendors, fact checking, filing, and other duties, as needed.
Customer Service Managers ensure clients satisfaction. They are responsible for supervising and managing the customer service team, training new staff to provide the highest standards of customer service service. Additional tasks include handling customer inquiries and resolving customer problems.
Financial Analyst tracks the company’s financial performance against a plan. They analyse business performance and market conditions to create forecasts and help business owners and directors make strategic decisions by providing periodic reports.