WESTERHAM FINANCIAL SERVICES Salary
FIRST FLOOR THE CROWN LONDON ROAD WESTERHAM TN16 1DJ
TIN: 08544526
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Earnings on positions in WESTERHAM FINANCIAL SERVICES
WESTERHAM FINANCIAL SERVICES is looking for employees for positions:
client administrator
Working hours
- full-time | Permanent
Language
- english
Education
- GCSE or equivalent
Responsibility
- provide high level technical and administrative support to the Partner/Practice Manager
- deal effectively with queries from clients and other parties through effective communication
- prepare files including compliance required documentation
- ensure that files are complete with all required client identification documentation and necessary application forms
- process applications accurately and record the required management information
- progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
- provide inbox management for the Partner, managing emails, delegated actions, activities, deadlines and reminders
- manage the Partner’s diary and client appointments
Contract type
- permanent
Requirements
- none
- previous experience in an office support role, ideally in financial services or related sector
- knowledge of relevant regulation and legislation
- excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- excellent written communication skills
- good organisation skills
- strong attention to detail
- manages time effectively with the ability to multi-task