TOWNSEND WEALTH MANAGEMENT Salary
11 KING STREET KING'S LYNN PE30 1ET
TIN: 07703810
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Earnings on positions in TOWNSEND WEALTH MANAGEMENT
TOWNSEND WEALTH MANAGEMENT is looking for employees for positions:
financial services administrator
Working hours
- part-time | Permanent
Language
- english
Responsibility
- responding to client enquiries and supporting the Director in delivering a high standard of client service
- writing properly constructed client correspondence
- responding efficiently and professionally to incoming calls, emails and correspondence from clients and business partners
- prioritising and organising your own workload and that of the Director when required
- providing effective resolution to incoming queries
- making outbound calls to organise meetings
- updating CRM data
- analysis of data and preparation of financial reports & meeting data packs and materials
Requirements
- excellent communication skills in both written and verbal English
- high degree of integrity and confidentiality
- you will be numerate
- able to work with minimal supervision
- we prefer a friendly, professional and flexible attitude
- you will be able to write client correspondence to a high grammatical standard from recorded notes
- business administration: 2 years
- A high degree of comfort and ability in the use of IT in general