- Manage client accounts and develop strong relationships to understand their business needs and objectives.
- Serve as the main point of contact for client inquiries, concerns, and requests, ensuring prompt and satisfactory resolution.
- Prepare and manage loan applications and documentation processes, liaising with financial institutions as needed.
- Generate and process invoices, payments, and credit notes accurately and in a timely manner.
- Verify billing invoices for accuracy and prepare necessary documentation for payment processing.
- Maintain comprehensive records of financial transactions, including invoices, payments, and client interactions.
- Assist in audit activities, including gathering and organizing documentation for GST compliance
- Handle additional ad-hoc duties as assigned, such as filing and recording tasks.
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