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Full-time Financial Administrator jobs in Scotland

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FINANCIAL ADVICE ADMINISTRATOR

Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records. Understand and deliver all client facing material for new business and servicing meetings. Obt...

CompanyThe Openwork Partnership
AddressAberdeenshire, Scotland
CategoryAdministrative
Job typePermanent, full-time
Date Posted a month ago See detail

Financial Advice Administrator

The Openwork Partnership

Aberdeenshire, Scotland

Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records. Understand and deliver all client facing material for new business and servicing meetings. Obt...

a month ago seen See more...

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