Roo0439

Key Responsibilities: The bulk of my work is supporting the managers, client servicing, managing tasks and general administration.

I liaise with our clients and the servicing companies to ensure that all tasks are completed quickly and efficiently.

I deal with meeting bookings, meeting preparation and meeting minutes, travel arrangements for managers, adhoc project administration, onboarding clients and new employees, liaising with clients and servicing companies, organising client events, client investment administration and resolving client issues, new business, compiling documentation/reports as requested by the managers, AML and compliance checks, updating the CRM system, keeping the digital database up to date, invoicing clients, producing client reports and all compliance reports.

My day involves doing a lot of follow ups to track tasks and making sure that things are progressing as they should. I need to always ensure that no balls are dropped and that my colleagues and I are all on top of our various tasks. I have been working remotely since April 2020.