Collaboration with other members of the team to ensure that all onboarding paperwork and presentation materials are completed in a professional, client appropriate and timely manner
Use a variety of mediums to effectively communicate with team members, as appropriate, i.e. face-to-face, email, telephone, mail
Document production and formatting
External Client Support Work
On-boarding and maintenance of clients including preparation of new client agreements and other applications
Processing cash payments and receipts
Teamwork
Ensure that ...
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