About the role:
The purpose of the role is primarily to ensure the efficient and effective on-boarding and formation of structures for new and existing clients that have been approved at Business Acceptance Meetings. The primary focus of the role relates to private clients.
Responsibilities:
- Maintain a high level of technical competence and market awareness in order to maximise the effectiveness, efficiency and client satisfaction during the on-boarding experience.
- Provide first class administrative support to the New Business Team and the Sales and Service teams.
- Assist with the preparation of proposals.
Skills, Knowledge and Expertise:
- Extensive Private Client administration experience.
- Solid understanding of risk, relationship management and contractual and statutory obligations.
- Team player.