Please do not hesitate to contact me in order to discuss your requirements. These are only samples of many tasks I can help you with.
- Professional service to all clients developing existing and new client relationships in line with the company’s business objectives and all appropriate FCA regulations.
- High level of support ensuring the smooth running of the business on a day-to-day basis. First line client contact, both in person and on the phone or email, ensuring excellent customer service is given at all times.
- Full range of administrative services including typing of correspondence, maintenance of Word and Excel databases, filing and scanning and helping out with general office administration.
- Processing invoices and maintaining records.
- Dealing with administration of client transactions, creating contracts, liaison with back office and handling of queries.
- Reviewing current filing system and make improvements – ensure it is maintained the highest standard.
- Ensuring all documents required are produced and dispatched to clients within regulatory / required timescales.
- Ensuring all communication received from clients is actioned promptly and efficiently.
- Liaison with clients, registrars, intermediaries, solicitors; making appointments etc.
- Personal compliance with all regulatory issues and promotion of a compliance culture throughout your department.
- Delegating and monitoring appropriate duties to support staff.
- Creating training materials / presentations.
- Audiotyping
- Manage and optimise travel arrangements
- Event planning and coordination
- Creating marketing materials, banners