Money
A budget for the year, agreed with the board; service charge demands sent in the form the lease and the law require; collections and arrears; a client bank account in the building's own name; year-end accounts prepared for the accountant. The money is held on trust for the leaseholders by statute, which is why it must never sit in the agent's own account.
The building
Site inspections; contractors found, checked, instructed and supervised; repairs; the reserve fund planned so that the roof does not arrive as a surprise; buildings insurance arranged with the board shown the options.
Compliance
The fire risk assessment and its action list; electrical reports for the common parts; lifts; water hygiene; asbestos; gas where there is any; and, for buildings over 18 metres or seven storeys, the Building Safety Regulator's requirements. Each has a date, a certificate and a next-due date.
The law
Consultation before major works or long-term contracts; the statutory summary of rights with every demand; answering leaseholders' requests for accounts and receipts; solicitors' enquiries when a flat is sold.
The company
Companies House filings, the register of members, the annual general meeting, minutes, and the directors' own duties under company law.
An agent who does all five and tells you about them is doing the job. An agent who does the money and nothing else is a bookkeeper with a bigger invoice.