- Coordinated administrative activities, maintained databases and reporting templates, and supported departmental meetings and recordkeeping.
- Managed outbound customer campaigns, generated sales leads, identified client needs and referred customers to appropriate financial advisers.
- Conducted client fact-finding interviews, prepared Financial Needs Analyses and Records of Advice, and supported financial planning administration.
- Maintained professional stakeholder relationships, followed internal policies and compliance procedures, and delivered effective customer service.
- Reviewed and verified financial data, reporting templates and supporting documents, maintaining accurate electronic and hard-copy records.
- Processed supplier invoices and payments, applied appropriate VAT codes, maintained creditor records and obtained supplier statements.
- Managed corporate tax compliance, including income tax, VAT, dividend tax, withholding tax and other indirect tax obligations.
- Prepared and coordinated monthly, quarterly and annual statutory and regulatory reports, ensuring accuracy and submission within prescribed deadlines.
- Monitored regulatory requirements and liaised with regulators, external auditors and internal stakeholders on compliance matters.
- Performed tax accounting, creditor reconciliations, financial transaction processing and month-end closing activities using Microsoft Dynamics Great Plains.
- Responded to audit requests, regulatory queries and creditor payment issues, providing accurate supporting documentation and timely resolutions.
- Assisted with tax opinions, tax gap assessments, tax advisory services and financial reporting requirements for Group Finance.

