CHEWTON WEALTH MANAGEMENT Salary
CARNAC PLACE CAMS HALL FAREHAM PO16 8UY UNITED KINGDOM
TIN: 04593323
CHEWTON WEALTH MANAGEMENT
Earnings on positions in CHEWTON WEALTH MANAGEMENT
CHEWTON WEALTH MANAGEMENT is looking for employees for positions:
office administrator
Working hours
- full-time | Permanent
Responsibility
- to deliver the highest standard of client care both internally and externally
- management and organisation of email inbox
- open/distribute/scan incoming post as appropriate
- booking client meetings and sending diary invites, re-confirming meetings
- standard Meeting Pack preparation, ensuring all required documentation is present ahead of meetings
- maintain accurate recording and management of all tasks and client liaison within CRM system
- undertaking due diligence procedure; ensuring Anti Money Laundering documents are completed/signed and we have full ID information recorded
- first point of contact for all incoming client telephone calls. Making and taking telephone calls in a professional and polite manner, taking messages as appropriate
Requirements
- able to multi-task and work to deadlines, ensuring quality is never compromised
- the ability to use initiative and problem solve
- demonstrate excellent communication skills both internally and externally
- attention to detail
- A keen interest in marketing and social media engagement
- approach work positively with a can-do attitude and takes responsibility for tasks
- ensure confidentiality is maintained at all times
- display professional appearance to maintain our company brand