CITYGATE FINANCIAL Salary
1 MILLAND CLOSE SWINDON SN25 4XJ ENGLAND
TIN: 12054074
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Earnings on positions in CITYGATE FINANCIAL
CITYGATE FINANCIAL is looking for employees for positions:
senior administrator
Working hours
- full-time | Permanent
Responsibility
- create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. Intelliflo and MoneyInfo
- prepare client documentation and correspondence pre and post meetings as per business processes
- check accuracy and completeness of new business documentation
- ensure that all business applications are processed accurately and efficiently, in a compliant manner, in accordance with our own standards
- ensure all supporting documentation is maintained as per company procedures
- record and reconcile fees
- ensure all work is followed up promptly in line with our own standards
- liaise with product providers to ensure timely and accurate responses to clients