PRIVATE WEALTH  Salary

Rating of the company
2 HALL FARM CLOSE STANMORE HA7 4JT
  https://nedbankprivatewealth.com
TIN: 08850660
 Finance and Insurance
Rating of the company

PRIVATE WEALTH
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PRIVATE WEALTH is looking for employees for positions:

apprentice administrator

  • apprentice administrator
  • operations administrator
  • office administrator
  • mortgage administrator
  • graphic designer
  • planner

Working hours

  • full-time | Apprenticeship

Language

  • english

Education

  • GCSE or equivalent

Requirements

  • GCSE or equivalent Maths essential
  • communication skills
  • IT skills
  • attention to detail
  • organisation skills
  • customer care skills
  • administrative skills
  • number skills

Responsibility

  • welcome clients to the office
  • contacting third party providers to request information on behalf of the clients
  • to action email requests from internal and external communications in a timely manner
  • meeting preparation for clients to a high standard
  • minute weekly Team meetings and circulate notes and actions
  • actioning filing and distributing post
  • ensure that files are complete with all required up to date client identification documentation
  • following up on new business and transfers of money from third party providers