CLEVER HR Salary

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THE MEWS HOUNDS ROAD CHIPPING SODBURY BRISTOL BS37 6EE UNITED KINGDOM
Phone:  +44 117 379 0818
  https://www.clever-hr.uk
TIN: 09192512
  Human Resources
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CLEVER HR is looking for employees for positions:

client administrator

  • 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