Assist in drafting and sending reminder emails to clients regarding document submissions, deadlines, follow-ups, and outstanding information.
Support the onboarding process for new clients by assisting with document collection, file setup, checklist preparation, and internal handover arrangements.
Assist in coordinating internal workflows to ensure tasks, documents, and client requests are properly tracked and followed up.
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Microsoft Office
Microsoft Excel
Administrative Support
Record Keeping
Client Communication
Data Entry
Document Preparation
Scheduling
Office Management