CLEVER HR Salary
THE MEWS HOUNDS ROAD CHIPPING SODBURY BRISTOL BS37 6EE UNITED KINGDOM
Phone: +44 117 379 0818
CLEVER HR
Earnings on positions in CLEVER HR
CLEVER HR is looking for employees for positions:
client administrator
Requirements
- administrative Support
- customer Service
- financial Services
- microsoft Excel
- organisational Skills
Language
- english
Responsibility
- ensuring all PRs & ARs are compliant and prepared in accordance with company procedures
- ensure AR post review letter is recorded in IO the back office client database system
- have a comprehensive understanding of the IO back office system and how it is integral to the business
- have working knowledge of the firm's platforms and how they operate including obtaining valuations
- have working knowledge of non-platform providers so that valuations are obtained as efficiently as possible
- preparation of client Portfolio Valuations and Annual Reviews on either bi annual or annual basis as required by the client agreement
- resolve any issues with Valuations not being produced via Bulk or Unipass on IO
- oversee management of PRs & ARs that are due i.e. ensuring delivery and action by liaising with Admin / Advisers to track delivery of reports
Earnings on positions in CLEVER HR
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2313 £