Preparation & maintenance of client files Ensure completeness of client file/data gathering Confirm risk profile
with the preparation of monthly income statement files Post all intercompany and intergroup billing Responsible statement with relevant commentary. Prepare audit files Ensure all controls are adhered to, documented,
with the preparation of monthly income statement files
contractual requirements are adhered to. Register and file all relevant project documentation in accordance approved procedures, including archiving, scanning, filing or photocopying if required. Proactively support
research, drafting documents, and organizing case files to support legal proceedings. Minimum requirements Photocopying documents. Opening and archiving files. Taking new enquiries. Updating department databases
research, drafting documents, and organizing case files to support legal proceedings. Minimum requirements Photocopying documents. Opening and archiving files. Taking new enquiries. Updating department databases
when/where appropriate
cash
- Manage new intakes - open and prepare files
- Write medical reports and referral letters
- Filing
- Additional administrative and accounts-related
invoices and contracts. Upload files to the cloud. Updating the registers. Filing of documentation. Manage
advantage