Wealth Services Coordinator Position

5 hours ago


Winchester, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description
  • Salary: £22,000 - £30,000 per annum
  • Provide exceptional technical and administrative support, responding to client inquiries, and liaising with third parties.
  • Issue letters of authority to providers and chase financial institutions for requested information.
  • Maintain accurate computer records and manage company compliance requirements.
  • Draft and proofread documents, including client correspondence and presentations.
  • Complete an audit at the end of each case to ensure all documents are in order.


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