Manages a portfolio of clients on behalf of the Bank. Responsible for business development and client relationship management.

Oversees accounting and the implementation and monitoring of internal controls in the business.

Maintains knowledge of tax code changes and of accounting procedures and theory to properly evaluate financial information. Makes tax returns on behalf of clients.

Prepares the insurance claim on behalf of the insured and negotiates the best terms for settlement.

Independent insurance professionals who act as a link between insurance companies and their customers.

Investigates insurance claims, assessing liability and making final settlements.

Prepares bank account reconciliation, deals with cash transfers, bonds and equity settlements.

Investment fund managers make the investment decisions to try to increase the value of a fund, where a group of people (shareholders) pool their savings to invest in financial assets, typically securities or shares. Investment consultants provide financial services for governments, institutions, and companies. 

Manages fund prices and reacts to market prices on a daily basis.

An Auditor is a Professional Accountant who has undergone further post qualification training.

Examines the report of the Insurance Surveyor and sets out the policy details to meet the clients insurance needs.

Management accountants provide business data and analysis to managers within organisations to assist in business decision-making and control