documents
validity of the debt, and gathering appropriate signatures Updating financial records via accounting software
adjust staff totals Print D-forms for owners' signature Load payment on bank Process on Pastel Cashbook
adjust staff totals Print D-forms for owners' signature Load payment on bank Process on Pastel Cashbook
onboarding documents Close Bank Accounts and obtain signatures Liaise with stakeholders Bank mandates Education
onboarding documents Close Bank Accounts and obtain signatures Liaise with stakeholders Bank mandates Education
advisor
ensures all necessary information is attached e.g. signature, order, POD and quote if necessary. Ensures all
returns, forward to PAs to arrange for clients signature, and lodge returns with SARS within the shortest
documentation to the landlord for approval and signature and ensuring that all signed documentation is