– ensuring all required paperwork is properly signed off by the client. Ensuring that all deal files off at the offices and all documents are kept in client files. Ensuring that all deal files are submitted submitted to finance dept containing all requisite paperwork prior to commission cut off dates. Obtaining good
– ensuring all required paperwork is properly signed off by the client. Ensuring that all deal files off at the offices and all documents are kept in client files. Ensuring that all deal files are submitted submitted to finance dept containing all requisite paperwork prior to commission cut off dates. Obtaining good
and recording all client communications and interactions on the CRM system Ensuring all tasks and activities to client needs and company objectives Ensuring all client personal and financial information is securely
and recording all client communications and interactions on the CRM system Ensuring all tasks and activities to client needs and company objectives Ensuring all client personal and financial information is securely
ensuring team adherence to standards and meeting of all deadlines. Plans and prepares bids to support strategy
ensuring team adherence to standards and meeting of all deadlines. Plans and prepares bids to support strategy
shows and conferences, including arrangements and all actions required. 11. Prepare welcome files for new
shows and conferences, including arrangements and all actions required. 11. Prepare welcome files for new