Company

eFinancialCareersSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary SalaryCompetitive salary
CategoryAdministrative

Job description

Ideally, you must have at least 6-12 months experience in Financial Services or internship at a asset management house.

RESPONSIBILITIES

–       Complete draft client paperwork, sourcing data from internal systems and preparing document packs to send to clients.

–       Support the sending, tracking, follow up and filing of documentation sent to clients.

–       Liaise with internal and supplier teams to transfer all completed documentation, including identifying gaps and errors.

–       A ‘Can do' attitude and a willingness to get stuck into any task that needs completing in the project.

REQUIREMENTS

–       Highly organised and comfortable working with documentation and filing of records.

–       Experience with large data sets in MS Excel.

–       Comfort with completing documentation in MS Word and PDFs.

–       Disciplined approach to administration such as file naming convention and folder structure

TECHNICAL SKILLS

–       Microsoft Office, particularly MS Word and MS Excel

Refer code: 2622461. eFinancialCareers - The previous day - 2024-01-25 08:28

eFinancialCareers

South East

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