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
Director: Assist with confidential and personal filing for the MD Screen and manage incoming emails, and Support: Maintain and organize personal and corporate filing systems, both physical and digital for the MD,
compliance for a diverse portfolio of clients Prepare and file accurate tax returns, ensuring adherence to regulatory
or an understanding of tax reporting and annual filing would be beneficial Excellent organizational skills;