LOMBARD WEALTH ASSOCIATES in London Salary

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37 WARREN STREET LONDON W1T 6AD UNITED KINGDOM
TIN: 09559010
  Consulting services
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LOMBARD WEALTH ASSOCIATES
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LOMBARD WEALTH ASSOCIATES is looking for employees for positions:

financial services administrator

  • financial services administrator

Working hours

  • full-time

Salary

  • salary

Requirements

  • financial Services Administration: 3 years

Responsibility

  • stationery orders up to date forms and marketing literature
  • keeping client authorities up to date on client file and logging onto system
  • assisting Advisers on an Adhoc Basis
  • checking correct receipt of information against LOA requests
  • meeting notes and personal circumstances. Keeping up to date with client changes
  • collect/take post to/from admin office. Open post and distribute each day