- Ensure application information is accurate and complete
- Generating database records
- Maintaining and recording client data and transactions
- Distributing incoming mail
- Updating and maintaining database records
- Generate standard client correspondence
- Maintaining schedule of dates to process all administrative duties
- Excellent organisational skills
- Ability to multitask, and plan own workload
- Experienced using Microsoft Office
- Articulate, with ability to speak to high net worth individuals
- Good team player with excellent communication skills