Administrator

Recruiter
Anonymous
Location
Alton
Salary
25000.00 - 25000.00 GBP Annual + GBP25000/annum
Posted
16 Feb 2017
Closes
21 Feb 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Processing Sales - predominately new business therefore ISAs, investments, withdrawals, to include Suitability Letters. (FCA compliant report confirming investment)
Updating Swift system with client details etc.
Setting up spreadsheets of client requirements- Fornightly monitoring
File preparation for Meetings
Processing Fund Switches & Withdrawals
Completing Forms and sending out to client
Typing Letters - good grammar
Taking phone calls and dealing with client queries
Monthly Valuations
Paperlessing/scanning
Diary Ordering
Tax Card and Budget Ordering
Ad hoc Administrative Duties
Attributes

Good telephone manner essential
"Can do" attitude
Good grammar and spelling
Attention to detail
Able to prioritise
Work on own initiative
Want to learn and ability to retain information
Good team member
Able to get on with people on all levels
Smart office appearance