JOHN JOSEPH FINANCIAL SERVICES in London Salary
14 AMHERST AVENUE LONDON W13 8NQ ENGLAND
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Earnings on positions in JOHN JOSEPH FINANCIAL SERVICES
JOHN JOSEPH FINANCIAL SERVICES is looking for employees for positions:
senior administrator
Requirements
- client Services
- financial Planning
- financial Services
- client Administration
- administration
Salary
- salary
Responsibility
- create and maintain accurate client records on back-office systems, platforms and other IT systems, e.g. cashflow & risk profiler
- prepare client documentation and correspondence
- obtain illustrations and application forms
- production of portfolio valuations
- undertake Fund switches / rebalances / top-ups / withdrawals
- be a friendly and professional point of contact for clients and enquiries
- ensure action points resulting from client meetings are dealt with
- ensure compliance with business standards and procedures