• the purpose and preparation of different types of invoices are understood and can be explained • costs and disbursements are calculated and allocated correctly • irregularities and/or uncertainties are noted and corrected, or referred to instructing legal practitioner for rectification if outside scope of own responsibility • legislative requirements regarding account operations can be identified, explained and complied with • company credit policy is understood and implemented • principles of accounting are applied in all account operations • client’s file is updated correctly • agreed timelines are met • financial documentation is prepared on a regular basis and forwarded to clients where appropriate • non-disclosable information is not communicated and where any doubt exists as to the information’s status it is not disclosed • activities, actions and outcomes are documented and time is recorded • honesty and integrity are demonstrated in all financial dealings • all work is conducted within accepted codes of conduct including those relating to: maintaining confidentiality, use of company property, duty of care, ethical behaviours, privacy, non-discriminatory practice, conflict of interests and compliance with reasonable direction |