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
capturing the request on the server in the relevant folder.
for bank accounts.
· Maintain share drive folders with monthly statements and bank recons.
·
imports
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