Administer Annual Portfolio Investment Review Reports and fund switches for existing clients in a systematic and timely fashion using the Company's back office system and specified review procedures. Client communication in regards to review reply slips is part of the role.
Attention to detail, good understanding of basic maths and accountability are essential in this task.
Job Type: Full-time
Salary: From £25,000.00 per year
Schedule:
Work Location: One location
