Job Description
Duties will include:
- Drafting letters and memoranda
- Researching, writing, editing, proofreading documents for grammar, spelling, etc.
- Managing and maintaining electronic and paper files
- Overseeing independent administrative projects, as appropriate
- Creating, preparing, and maintaining reports, spreadsheets, and databases
- Researching questions or issues of interest and providing a report to the EPC
- Preparing, reviewing, or collecting legal documents and information from clients as required by the EPC
- Preparing documents relating to wealth management advice
- Assisting Advisers and Para-planners with correspondence
- Co-ordinating Service & Payment Agreement production and allocation
- Providing second-line support to the Financial Planners as and when required
- Maintenance of Intelligent Office liaising closely with the Para-planner
Personal Qualities :
- Good time management and organisational
- IT literate
- Problem solving skills
Skills Required :
- Good written and verbal communications
- Excellent interpersonal skills and negotiating skills
Future Prospects :
Possible progression.
Apply Now