Back to search
- Complete administrative tasks in an efficient and accurate manner.
- Ensure clients files have the relevant documentation attached to their record.
- Collate information required for correspondence.
- Liaise internally as required to ensure correct processes are being followed on a case by case basis.
- Support financial advisers with communication and administration duties relating to clients.
- Provide an excellent customer service to clients to ensure satisfaction and build relationships with clients.
- Ensure workflow is completed with SLA.
- Work towards business goals and act as a key team player at all time.
- Deal with post to ensure any actions required from this are done in a timely manner.
- Have excellent communication skills both written and verbal.
- Graduate desirable for this role and to have a degree which is business related.
- Excellent attention to detail – accuracy is key within this position.
- Very organized with the initiative to prioritise tasks.
- Strong IT skills.
