WHITEHOUSE FINANCIAL MANAGEMENT Salary
CAWLEY PLACE 15 CAWLEY ROAD CHICHESTER PO19 1UZ
TIN: 05636221
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Earnings on positions in WHITEHOUSE FINANCIAL MANAGEMENT
WHITEHOUSE FINANCIAL MANAGEMENT is looking for employees for positions:
office administrator
Working hours
- full-time
Language
- english
Education
- GCSE or equivalent
Responsibility
- greeting clients & reception duties such as answering the phone checking messages
- filing & shredding
- ordering office amenities
- preparing client fact finds & databases
- sending & writing various piece of client communication
- booking client meetings & diary management
- calling external companies to gather information
- to provide administrative support to the office & financial advisors to ensure that the relationships between their clients and the company can be optimised and assist with the daily operation of the office
Requirements
- 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
- keeps calm when faced with conflicting demands and handles these effectively
- professional and confident in dealing with people, working with total discretion at all times
- demonstrates a professional, proactive and positive attitude