Employee Responsibilities
August-15-14
3:56 PM
This is a general list of duties which employees must constantly attend to:
Open Client Files/Folders
Billing Clients
Creating "inside folder" kits (folders that go in Sale and Purchase folders)
Prepare envelopes for Purchases and Sales
Input cheques/deposits in the trust
Prepare letters to lawyers for upcoming closings
Check receivables-->  Have they been paid?
Put invoices in Binder, in order of invoice #
Final reports to bank and clients
Employee Confidentiality  agreement, Lucie, Loïssa,