-follow up with clients regarding outstanding documents to be collected

-Assisting with arranging of Dropbox/Google drive documents.

-Assisting in amending of current documents ie ( client details address and constitution etc )

-for newly onboarded clients, ask clients the kyc questions and fill up the kyc forms.

-Reply email and WhatsApp regarding general enquires.

-arranging of appointment for client to come down

-follow up with client regarding outstanding payments to be paid to company

-updating the xero on customer details like uen and phone number and if invoices and paid or unpaid

-data entry and harvesting