Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) Keeping client information current Opening and loading contracts Ensure client information is current documentation for credit note authorisation Correctly loading contracts Running month end reporting on cost centres deadline Preparation of a full VAT reconciliation: Control Account Reconciliation VAT IT14SD reconciliations
Keeping client information current Opening and loading contracts Ensure client information is current documentation for credit note authorisation Correctly loading contracts Running month end reporting on cost centres
Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) Keeping client information current Opening and loading contracts Ensure client information is current documentation for credit note authorisation Correctly loading contracts Running month end reporting on cost centres deadline Preparation of a full VAT reconciliation: Control Account Reconciliation VAT IT14SD reconciliations
renewals terms and processing policy renewals Loading, issuing and activating new policies Endorsements
renewals terms and processing policy renewals Loading, issuing and activating new policies Endorsements
renewals terms and processing policy renewals Loading, issuing and activating new policies Endorsements
renewals terms and processing policy renewals Loading, issuing and activating new policies Endorsements
correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In
correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In
Main duties will also include quality control, stock control, general administration, opening and closing