Ensure all client visits are recorded – client files/cards. If matters are of a sensitive nature, it a visit took place and that a file note is captured in the client file. Ensure that thank you / follow employee and client information up to date and files accordingly. Co-ordinate meetings and contribute
Ensure all client visits are recorded – client files/cards. If matters are of a sensitive nature, it a visit took place and that a file note is captured in the client file. Ensure that thank you / follow employee and client information up to date and files accordingly. Co-ordinate meetings and contribute
of the various systems in the business Keep all filing and administration up to date Monitor the processes regularly as required and keep signed records on file Identify problem areas and initiate IR and HR processes