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Enter job title and location above e.g. Sales Manager London |
Position: Client Service Administrator/Financial Services Administrator
Location: Woking,Surrey
Position Type: employed
Sectors/Categories: accountancy
Salary: GBP 32000.00
Client Service AdministratorFinancial Services Administrator 20 32k
Job Purpose
To provide administrative support to clients of the firm and professional advisory staff Supervise general running of the office to aid the efficient transaction of business Must have wraps and platforms experience coupled with online investment software knowledge such as TranAct or Ascentric
Main Duties and Responsibilities
Client Support
Provide nonadvisory support on administrative issues to group and personal clients in their contact with the firm and product providers Present the firm as a caring professional organisation to those who make contact To support marketing and business development activities To provide support on regulatory documents and the client database to assist professionals advising clients To assist the paraplanner on nontechnical and client service issues
Support to Professional Advisers
Organising the efficient flow of work through the office Respon...
Company Name: Copperfield Recruitment
Advertised On: UJOB (Vazzee UK Limited)
Date Posted: 18 December 2011
