JH FAMILY OFFICE Salary
8 NAVIGATION COURT CALDER PARK WAKEFIELD WF2 7BJ
TIN: 08501446
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Earnings on positions in JH FAMILY OFFICE
JH FAMILY OFFICE is looking for employees for positions:
financial services administrator
Working hours
- full-time | Part-time
Language
- english
Responsibility
- preparation of client files, review documents and valuations, liaising with product providers/third parties to obtain and record accurate information
- day to day operational and administrative duties to support the business
- research and analysis
- database management
- dealing with correspondence for clients and providers
- processing new business and dealing with ad-hoc client requests, ensuring that financial transactions are completed correctly and files are fully compliant
- undertaking research and report writing
- liaising with adviser and clients to ensure excellent service is delivered