Duties:
- Responsible for supporting the administration team
- Receiving & acting on instructions from Business Support Staff following client meetings
- Maintaining actuate records using our internal back office system
- Creating & producing letters & invoices
- Carrying out all tasks in a manner consistent
- Liaising with clients & product providers
- Preparation of existing client valuations / files ready for reviews
- Process of new business
- Ensuring all client files are compliant
- Employer: APOGEE WEALTH MANAGEMENT LTD
- Location: Knutsford, WA16 8GS
- Hours: Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)
- Salary: £13,000.00 annual wage
- Closing date: 28/06/2022