Scan to file all new business documents in client folder. General office duties which include but are not
Scan to file all new business documents in client folder. General office duties which include but are not
onto the system. Maintenance of debtors files and folders. Escalation of defaulting debtors to legal department
capturing the request on the server in the relevant folder.
for bank accounts.
· Maintain share drive folders with monthly statements and bank recons.
·
recorded decisions, and saved forms in the client folder. Send decline notifications to clients whose applications
stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously
stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously