Receivables and Payables Bookkeeping (purchase to pay, order to cash processes support). Able to travel to support specific project implementation if required.

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

The manager will assist and provide expertise in the implementation of new projects as well as ongoing assessment and facilitation of process improvement

Answer incoming calls from prospective customers. Keep records of calls and sales and record useful information. Patient and able to handle customer rejection.

Strong telephone and computer skills required. Must be proficient with computers, including MS Word, Outlook, Adobe Acrobat. Data Entry: 1 year (Preferred).