MAYFIELD FINANCIAL SERVICES in Dover Salary
MAYBROOK HOUSE YORK STREET DOVER CT17 9FA
Phone:
+44 4404497709
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Earnings on positions in MAYFIELD FINANCIAL SERVICES
MAYFIELD FINANCIAL SERVICES is looking for employees for positions:
accounts administrator
Responsibility
- dealing with telephone / email enquiries
- handling a range of accounts and administrative tasks including reconciling commission payments and completing the month end reports
- update and maintain the firm’s records / registers as required and ensuring information is added correctly
- manage, organise and update relevant data using database applications
- onboarding new clients
- issuing our initial disclosure documents
- conduct anti-money laundering checks in line with regulatory requirements
- maintaining accurate client records and ensure these conform to compliance procedures at all times
Requirements
- confident in handling client queries by telephone and by email
- data entry and knowledge of accounts
- some knowledge of pensions and investments would be advantageous
- excellent inter-personal skills and the ability to perform as part of a team to deliver the best outcome for our clients
- dover CT15 6HL: reliably commute or plan to relocate before starting work