Key responsibilities will include:
Administration & Paraplanning
Business Submission – creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, & iBusiness work)
Salesforce input and data reports
Producing personalised illustrations and up to date wealth accounts
Liaising with administration centres regarding client transactional fund information
Client switches, surrenders, critical yield calculation, dealing with letters of authority and liaising with external providers
Management of pipeline business
Actioning meeting notes and keeping Client file up to date
First point of contact for a high net-worth client base. Dealing with incoming enquiries and managing service level standards
Work on Self-Service systems
PA Duties
Diary management
General administration support, including diary management, appointment making, meeting and greeting clients
Word and Excel is essential
Training Outcome:Upon successful completion of the apprenticeship a full time permanent postion may be offered where available.Employer Description:We offer a virtual assistant package to support businesses with their office requirements.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative,Patience....Read more...
