Apprentice Administrator

Worthing, West Sussex
£127.50 per week
13 Jan 2017
03 Feb 2017
Contract Type
Full Time

You will work closely with our in house investment expert to deal with the investment review process we carry out for our clients every month

This process includes:

  • Running valuations of client’s portfolios
  • Working with template letters to write to our clients with recommendations for any changes to their portfolios
  • Following up with clients via email and/or telephone to obtain their agreement to proceed with our recommendations
  • Carrying out the necessary changes to the client portfolios using various online systems provided by the investment companies we use
  • Following up with the investment companies to ensure they complete the instructions correctly
  • Using our back office database system throughout the process to record all correspondence, set diary reminders for action points and produce all client correspondence and reports

This wage will rise after successful completion of 1 month probation period.

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