filing, checking and submitting tax returns, capturing tax returns and assessments opening new tax files
Implementation of Strategic Planning Plan and capture (on Outlook) Franchise visitation schedule and
Implementation of Strategic Planning Plan and capture (on Outlook) Franchise visitation schedule and
Internal administrative duties, gathering and capturing of checklists (weekly, monthly, annual, etc.)
Internal administrative duties, gathering and capturing of checklists (weekly, monthly, annual, etc.)
received Ensure all contracts for services are captured correctly in the CRM and within the business for
received Ensure all contracts for services are captured correctly in the CRM and within the business for
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
next level if it cannot be resolved successfully. Capture all information related to the breakdown to aid