Back Office Specialist Numerical & Material Recording Clerks

The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.

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Learn Microsoft Office 2019

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Office 365 All-in-One For Dummies

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The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of …

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Financial Management

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The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity …

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Banks, Exchanges, and Regulators

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Processes which an organisation applies to improve efficiency, set new objectives and reach goals in a profitable and timely manner.

The paperwork processes related to the administrative areas of an office environment. The activities or processes may include financial planning, record keeping and billing and managing the general logistics of …

Ensure you are properly informed of the legal regulations that govern a specific activity and adhere to its rules, policies and laws.

Synchronise activities and responsibilities of the operational staff to ensure that the resources of an organisation are used most efficiently in pursuit of the specified objectives.

Handle work-related paperwork ensuring that all relevant requirements are met.

Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

Ensure administrative systems, processes and databases are efficient and well managed and give the sound basis to work together with the administrative officer/staff/professional.

Monitor the company's policy and propose improvements to the company.

Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes …

Carry out administrative work and establish public relations.

Manage the company-related legal and financial issues; calculate and analyse numbers and figures; look how to save costs and how to maximise income and productivity; balance costs against possible benefits …

Understand project management and the activities which comprise this area. Know the variables implied in project management such as time, resources, requirements, deadlines, and responding to unexpected events.

The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.

Understand the principles of insurance, including third party liability, stock and facilities.

The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …

The study of statistical theory, methods and practices such as collection, organisation, analysis, interpretation and presentation of data. It deals with all aspects of data including the planning of data …

Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

Apply the principles and rules that govern the activities and processes of an organisation.

Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a …

Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

Keep contracts up to date and organise them according to a classification system for future consultation.

Negotiate the terms, conditions, costs and other specifications of a contract while making sure they comply with legal requirements and are legally enforceable. Oversee the execution of the contract, agree …

Hire and train employees to increase their value to the organisation. This includes a range of human resources activity, developing and implementing policies and processes to create an employee-supportive work …

Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

Display results, statistics and conclusions to an audience in a transparent and straightforward way.

Provide colleagues, clients or other parties with financial support for complex files or calculations.

Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.

Oversee the loan administration for exhibitions.