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
compliance for a diverse portfolio of clients Prepare and file accurate tax returns, ensuring adherence to regulatory