NEW FOREST WEALTH MANAGEMENT Salary
CHANCERY HOUSE 30 ST JOHNS ROAD WOKING GU21 7SA UNITED KINGDOM
TIN: 08181768
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Earnings on positions in NEW FOREST WEALTH MANAGEMENT
NEW FOREST WEALTH MANAGEMENT is looking for employees for positions:
client administrator
Working hours
- full-time | Part-time | Permanent
- full-time | Permanent
Language
- english
Requirements
- must have previous experience of working in a fast-paced office environment
- previous experience of Financial Services or Wealth Management Sector is desirable, but not essential
- previous experience of audio typing is desirable, but not essential
- you are a self-starter and able to work with little or no supervision
- exceptional attention to detail
- good telephone manner
- you will be methodical, organised and accurate at all times, always completing tasks within set time frame and to a high professional standard
Responsibility
- monitor and respond to email enquiries
- provide cover for all administrative expectations such as, but not limited to, client switches, withdrawals, Deeds of Assignments and LPT trust documents
- assist with compliance and case files and business submission where required, including suitability letters, review documents, business processing and other tasks associated with new business
- provide administration support to the Partner/Practice Manager as required