Duties: Opening, drawing and maintaining of legal files General admin Compile, types and collate relevant
staff management / training, stock management, opening & closing procedures. Duties will also include
(reception, filing, faxing, data capturing, typing, opening of client files, correspondence with clients in
-General legal administration duties (Typing, opening of client files, correspondence with clients, diary
switches). Assist, and where necessary oversee, opening of new client accounts, support with phasing of investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain
standards of excellence Learning from others – Being open to and curious about ideas and thinking from fellow
record of success in sales. However, we are also open to applicants with strong transferable skills from
switches). Assist, and where necessary oversee, opening of new client accounts, support with phasing of investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain
switches). Assist, and where necessary oversee, opening of new client accounts, support with phasing of investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain
sensitive information securely. · Handle tasks such as opening sales files, creating customer cover sheets, and