Sales Support Activities
v  Develop New Business Process (NBP) and Preliminary Underwriting (PU);
v  Develop a strong coordination with operation department in head office; and,
v  Follow up with sale person for fulfillment of pending requirement at earliest.
Customer Services
v  All related document send to the client services department through CSD transmittal on daily basis;
v  Entertain walking clients and attend telephone calls of the policyholders; and,
v  Guide salesperson in relation to make endorsement illustrations.

 Preparing monthly salary reconciliation
 Disbursing the monthly Payroll
 Coordination with HR for staff salary matters
 Ensuring the issuance of monthly salary slips
 Proper filing of staff contract letters
 Preparing Monthly Financial Report.
 Reconciliation of bank

Receipt
 Checking bank and cash receipt vouchers and resolving discrepancies.
 Monitoring timely deposits in bank accounts.
 Monitoring and ageing of Receivables.

 Preparing monthly salary reconciliation
 Disbursing the monthly Payroll
 Coordination with HR for staff salary matters
 Ensuring the issuance of monthly salary slips
 Proper filing of staff contract letters
 Preparing Monthly Financial Report.
 Reconciliation of bank

Receipt
 Checking bank and cash receipt vouchers and resolving discrepancies.
 Monitoring timely deposits in bank accounts.
 Monitoring and ageing of Receivables.

 Preparation of payment, Journal and Receipt vouchers
 Preparation of Bank Reconciliation statements
 Preparation of Annual budgets
 Dealing with the implementing partners
 Managing day to day financial and Administrative matters
 Dealing with the banks and external suppliers
 All types of financial reporting
 Audit related matters
 All types of reporting and correspondence
 Monitoring invoicing, payment and recovery;
 Liaison with banks and handling all banking matters;
 Ensure that all income is accurately recorded.
 Day-to-day bookkeeping using MIS and Microsoft Excel.
 Monthly reports to the Sr. Finance Officer.
 Ensure all expenses are within assigned project budget.
 Issue cheque for all accounts due.
 Ensure transactions are properly recorded and entered into the computerized accounting system.
 Prepare income statements.
 Preparing Balance Sheet.

Payroll
 Preparing monthly salary reconciliation
 Disbursing the monthly Payroll
 Coordination with HR for staff salary matters
 Ensuring the issuance of monthly salary slips
 Proper filing of staff contract letters
 Preparing Monthly Financial Report.
 Reconciliation of bank

Receipt
 Checking bank and cash receipt vouchers and resolving discrepancies.
 Monitoring timely deposits in bank accounts.
 Monitoring and ageing of Receivables.

Reconciliation of Advances
 Reconciling advances against expenses, traveling, and purchases staff advances on monthly basis
 Reconciling the inter unit/project advances and payables on monthly basis
 Ensuring the timely recovery of staff loans/advances.