The Company is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. It works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.
MUST HAVE :
Knowledge in Contracts, Scanning Data & Uploading
JOB DESCRIPTION :
1. Add metadata to scanned documents
2. Update Viewpoint with the bank account details
3. File and update metadata in Laserfiche and update Viewpoint
4. Add metadata to the scanned service agreement document and register the document list in ViewPoint
5. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
6. Create Exit summary sheet” and archive in once signed copy is scanned
7. Prepare material for a CD of all clients file stored on Laserfiche
8. Complete exit summary sheet liquidation and mutation form to change status in Viewpoint to Liquidated and time/billing will end
9. Add metadata to the scanned service agreement document and register the document list in ViewPoint
10. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
11. Viewpoint status is changed to active closing liquidating
12. Request for a master file in viewpoint
13. Create the new client entry in viewpoint
14. Update Viewpoint – and notify company lawyer and Executive Secretary Office (once reviewed by ITG)
15. Make sure that Viewpoint and InterAct are up to date, Initiate invoicing
16. CoE to file documentation in Laserfiche and inform Company Lawyer once done
17. If applicable inform finance and control (start up invoicing)
18. Update Viewpoint and Laserfiche and update all relevant document
19. Archive all the form received and update meta data
The Company is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. It works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.
MUST HAVE :
Knowledge in Contracts, Scanning Data & Uploading
JOB DESCRIPTION :
1. Add metadata to scanned documents
2. Update Viewpoint with the bank account details
3. File and update metadata in Laserfiche and update Viewpoint
4. Add metadata to the scanned service agreement document and register the document list in ViewPoint
5. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
6. Create Exit summary sheet” and archive in once signed copy is scanned
7. Prepare material for a CD of all clients file stored on Laserfiche
8. Complete exit summary sheet liquidation and mutation form to change status in Viewpoint to Liquidated and time/billing will end
9. Add metadata to the scanned service agreement document and register the document list in ViewPoint
10. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
11. Viewpoint status is changed to active closing liquidating
12. Request for a master file in viewpoint
13. Create the new client entry in viewpoint
14. Update Viewpoint – and notify company lawyer and Executive Secretary Office (once reviewed by ITG)
15. Make sure that Viewpoint and InterAct are up to date, Initiate invoicing
16. CoE to file documentation in Laserfiche and inform Company Lawyer once done
17. If applicable inform finance and control (start up invoicing)
18. Update Viewpoint and Laserfiche and update all relevant document
19. Archive all the form received and update meta data
The Company is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. It works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.
MUST HAVE :
Knowledge in Contracts, Scanning Data & Uploading
JOB DESCRIPTION :
1. Add metadata to scanned documents
2. Update Viewpoint with the bank account details
3. File and update metadata in Laserfiche and update Viewpoint
4. Add metadata to the scanned service agreement document and register the document list in ViewPoint
5. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
6. Create Exit summary sheet” and archive in once signed copy is scanned
7. Prepare material for a CD of all clients file stored on Laserfiche
8. Complete exit summary sheet liquidation and mutation form to change status in Viewpoint to Liquidated and time/billing will end
9. Add metadata to the scanned service agreement document and register the document list in ViewPoint
10. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
11. Viewpoint status is changed to active closing liquidating
12. Request for a master file in viewpoint
13. Create the new client entry in viewpoint
14. Update Viewpoint – and notify company lawyer and Executive Secretary Office (once reviewed by ITG)
15. Make sure that Viewpoint and InterAct are up to date, Initiate invoicing
16. CoE to file documentation in Laserfiche and inform Company Lawyer once done
17. If applicable inform finance and control (start up invoicing)
18. Update Viewpoint and Laserfiche and update all relevant document
19. Archive all the form received and update meta data
The Company is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. It works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.
MUST HAVE :
Knowledge in Contracts, Scanning Data & Uploading
JOB DESCRIPTION :
1. Add metadata to scanned documents
2. Update Viewpoint with the bank account details
3. File and update metadata in Laserfiche and update Viewpoint
4. Add metadata to the scanned service agreement document and register the document list in ViewPoint
5. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
6. Create Exit summary sheet” and archive in once signed copy is scanned
7. Prepare material for a CD of all clients file stored on Laserfiche
8. Complete exit summary sheet liquidation and mutation form to change status in Viewpoint to Liquidated and time/billing will end
9. Add metadata to the scanned service agreement document and register the document list in ViewPoint
10. Update viewpoint with the name of the entity changes, liquidator, director resignation and update metadata in Laserfiche
11. Viewpoint status is changed to active closing liquidating
12. Request for a master file in viewpoint
13. Create the new client entry in viewpoint
14. Update Viewpoint – and notify company lawyer and Executive Secretary Office (once reviewed by ITG)
15. Make sure that Viewpoint and InterAct are up to date, Initiate invoicing
16. CoE to file documentation in Laserfiche and inform Company Lawyer once done
17. If applicable inform finance and control (start up invoicing)
18. Update Viewpoint and Laserfiche and update all relevant document
19. Archive all the form received and update meta data
Tagged as: contracts, data, data entry, entry, invoicing, laserfiche, scanning, viewpoint