WHR WEALTH MANAGEMENT Salary
12 ARMAGH ROAD PORTADOWN CRAIGAVON BT62 3DP NORTHERN IRELAND
TIN: NI625866
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Earnings on positions in WHR WEALTH MANAGEMENT
WHR WEALTH MANAGEMENT is looking for employees for positions:
office administrator
Working hours
- full-time | Part-time | Permanent
Responsibility
- respond to a range of incoming correspondence, checking for accuracy and completeness and requesting outstanding information
- monitor literature and office stock
- track client transactions to completion
- maintain internal files and registers on back-office system
- manage client ongoing service procedures
- process applications and transactions and track progress until complete
- greet our clients and callers warmly and professionally on the phone and in the office for a great first impression and to develop the trust and relationships essential to positive client outcomes
- prepare digital and hard copy folders and files in advance of client meetings
Requirements
- excellent organisational, time management and prioritisation skills, with the flexibility to respond to changing needs in a dynamic working environment
- ability to manage multiple responsibilities, tasks and processes simultaneously, without the need for close supervision
- self-motivated and solutions-focused, with the capability and desire to take ownership of all relevant responsibilities
- attention to detail, particularly when working with text and financial information
- IT literate, with strong skills in standard office applications and ability to quickly learn new systems and software
- ability to communicate confidently with a wide range of people and build positive relationships with clients, colleagues, and partners
- motivated by organising and completing tasks in support of a wider team working towards great client outcomes
- strong written and verbal communication skills