SFIA WEALTH MANAGEMENT  Salary

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27 MOORBRIDGE ROAD MAIDENHEAD SL6 8LT ENGLAND
TIN: 08848677
 Finance and Insurance
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SFIA WEALTH MANAGEMENT
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SFIA WEALTH MANAGEMENT is looking for employees for positions:

office administrator

  • office administrator

Working hours

  • full-time

Education

  • GCSE or equivalent

Responsibility

  • updates the back office system and continues to maintain a high quality level inputting data
  • answering telephones and dealing with clients and providers in a professional and courteous manner
  • submits Letters of Authority or Transfer of Authority to Providers and monitors the progress
  • ensuring all client records are retained in line with the firm’s data protection record keeping policy
  • ensures the clients records are maintained and up to date
  • sort and allocate post, updating our back office system
  • be a Team Player
  • having a positive culture attitude and sense of humour

Requirements

  • administrative: 2 years