documents and application documents. Prepare statement/record of advice documentation as required. Preparing
printer/scanner; office connectivity; phones). Record and analyze IT calls logged and determine patterns
relevant client file checklist(s)). Ensure proper record keeping in line with business rules and where relevant use of XPlan notes and tasks to manage client records and organization of practice. Prepare for clients
relevant client file checklist(s)). Ensure proper record keeping in line with business rules and where relevant use of XPlan notes and tasks to manage client records and organization of practice. Prepare for clients