
Sales and Financial Operations Specialist
4 days ago
Business Support Sales and Accounting Assistant is a professional who provides administrative and operational support to both the sales and accounting departments within an organization.
- Developing sales databases and responding to customer inquiries on products and services.
- Scheduling and organizing sales meetings.
- Providing sales support to financial representatives by contacting and scheduling appointments with existing clients.
- Assisting in performing administrative tasks related to client relationships and identification of service and sales needs.
- Generating sales leads, keeping records of sales information, and collecting customer feedback.
- The candidate will be dedicating two days per week to meet with customers on-site, where they would also be managing their accounts and exploring additional sales opportunities.
Responsibilities as an Accounting Assistant
- Reconciling invoices and identifying discrepancies.
- Creating and updating expense reports.
- Processing reimbursement forms and preparing bank deposits.
- Entering financial transactions into internal databases and checking spreadsheets for accuracy.
- Maintaining digital and physical financial records, issuing invoices to customers and external partners, and reviewing and filing payroll documents.
- Participating in quarterly and annual audits.
Requirements:
- Excellent interpersonal skills.
- Proficient skills in computer software such as MS Excel and various other accounting software.
Experience and Education Requirements:
- A bachelor's or master's degree in the related profession.
- Work experience of at least 2-3 years would be preferable.
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