Job Description

The role will involve:

Sending out letters of authority to investment and pension providers, then chasing and monitoring

Preparing trust paperwork

Updating client fact find forms - data input

Preparing client review letters

Covering the reception desk for lunch cover and other times when the receptionist is unavailable

Being second port of call for answering incoming telephone calls

Helping clients with queries, arranging appointments etc

General administration including photocopying, scanning, filing, opening and distributing the post

Required Knowledge, Skills, and Abilities

Exceptionally professionally presented Excellent communication skills Previous experience working in a professional office, ideally but not necessarily financial services Professional, friendly and bubbly disposition Literate, numerate and accurate Able to work within a team and alone IT literate Able to work to deadlines