Client documents management- ensuring that clients’ documents (bank statements, DD documents) are properly scanned, uploaded and managed according to requirements
Clients’ mail management- ensure client’s mails are managed according to procedures. Maintain master list and invoice clients on a timely basis.
Clients’ annual renewal- generate and send renewal notices/ reminders and follow up on payment. Assist in quotation, invoicing and debtors matters
Internal administrative support- mail sorting and franking (as and when required), file retrieval and ordering of stationery, letterheads, and invoices.
Job Requirements:
High sense of responsibility that can ensure the completion of one’s task
Team player with the ability to work on their own
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