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Junior Administrator

2 months ago


London, Greater London, United Kingdom EQ Investors Full time £26,500 - £28,500

{"Role": "Junior Administrator", "Responsibilities": ["Gathering policy information for new clients", "Entering client specific data onto internal systems", "Scanning client files", "Answering phones and responding to telephone queries", "Dealing with incoming and outgoing post", "Updating and Maintenance of client data", "Producing client valuation reports", "Assisting in the submission of files for external compliance review", "Liaising with external providers", "Assisting in the Offboarding process of private clients", "Assisting senior members of the team in providing updates on existing case work", "Preparing review documentation for financial planners", "Assisting financial planners in the preparation of review meetings with existing clients and new client meetings"]}