· Preparation of deactivation/new file checklists.
· Arranging couriers, acknowledgement receipts, legalization of documents, scheduling appointments
· Coordinating with the ADHOC team to support with their post transaction administration tasks.
· Liaising with PRO’s, Third parties, Authorities, Embassies/Consulates, Ministries as may be required
· Maintaining a log and tracker for ongoing tasks
· Supporting the ADHOC team with invoicing creation and issuance.
· Tracking the aged receivables log and following up with clients using a standard email template to request outstanding funds.
· Drafting forms and applications (when required)
· Drafting of online applications (when required)
· Support the Adhoc team with specific projects when required
· Creation of new Masterfile’s on the CRM system, ensuring all client documents are saved accurately on the system and physical files.
· Issue Credit Notes (CN), Tax invoices (TI), Proforma Invoices (PI), Statements of Account (SOA), and handle refund requests.
· Locate, save, and consolidate documents in the VP system.
· Support Corporate Action tasks (excluding CRA-related activities).
· Provide holder numbers once documents are saved in the VP for tracking purposes.
· Administer documents issuance tasks on the various registrar portals, included but not limited to, Certificate of Incumbency, NOC’s, Attestation of documents, Business Extracts.