- Give copies of all mandates, offers, etc., to the client. - Ensure all FICA documents are in order. - Attach all correspondence between parties, attorneys, banks, etc. - Scan and file all hard copies. - Back...
information
- Give copies of all mandates, offers, etc., to the client. - Ensure all FICA documents are in order. - Attach all correspondence between parties, attorneys, banks, etc. - Scan and file all hard copies. - Back...