Business Registration & Client Relations Officer

Responsibilities: Receive and log all new client registrations. Conduct KYC verification (ID validation, proof of address, corporate documentswhere applicable). Verify completeness of subscription forms. Assign file numbers and create physical & digital client files. Register client data into Carrot Suite, Google Sheets, and Sales Day Book. Scan and upload all verified documents. Confirm payment with Accounts before issuing completion letters. Issue completion letters within 48 hours of payment confirmation. Dispatch documents and log delivery confirmation. Reconcile Carrot Suite, Google Sheets, and physical files. Update file movement logs. Print and file receipts within 1 business day. Maintain organized digital and physical documentation. Monitor printing supplies. Confirm payment status with Accounts. Verify square meters and client allocation eligibility. Prepare allocation draft letters (where applicable). Update estate master list if new allocation occurs. Respond to inquiries...