Trainee
Malik Haroon Shahid Safder & Co. Chartered Accountants. (MHSS)
مجموع سنوات الخبرة :3 years, 9 أشهر
• Clients Management
• Manage all accounting transactions.
• Handling monthly, quarterly, and annual closings.
• Bank Reconciliation
• Ensure timely bank payments.
• Audit financial transactions and documents.
• Accounts Receivable Management
• Accounts Payable Management
• Salaries and Wage Management
• Preparation of reports on financial results, financial performance, and growth of client.
• Maintaining monthly books and accounts and recording the monthly payroll.
• Monthly basis debtors and creditors reconciliations
• Preparing bank reconciliation statements
• Preparing sales tax and income tax reconciliation.
• Filing of sales tax and income tax returns.
• Handling customers queries related to insurance policies,
claim collections and processing.
• Planning and carrying out marketing activities.
• Manage relationships with customers.
• Enhancing overall sales of the company.
• Consult with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
• Provides rate quotes and coverage recommendations; assists with long-term planning.
• Assists with the completion of application and other necessary paperwork; obtains underwriting approval.
• Processes insurance policy renewals.
• Assists clients with filling insurance claims.