documentation, application forms and follow ups; Filing, capturing client data, updating spreadsheets and compliance and any other compliance requirements Scan to file all new business documents in client folder. General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any contact for client queries. Maintain an appropriate filing and recording system – both hardcopies and electronically
documentation, application forms and follow ups; Filing, capturing client data, updating spreadsheets and compliance and any other compliance requirements Scan to file all new business documents in client folder. General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any contact for client queries. Maintain an appropriate filing and recording system – both hardcopies and electronically
reporting Assisting with preparation of annual audit Filing Processing of debit/credit cards Posting of journals
meet CDD requirements for all members, reviewing files as and when required as per our policy. Record all
or an understanding of tax reporting and annual filing would be beneficial Excellent organizational skills;