new files for potential new clients (digital). General Servicing - Amendments and submitting of all investment duties for Brokers and Management. Assist with General Office duties, such as software back up and updates lapses. Keep Brokers and management informed at all times of any client queries / challenges / problems. Assist SharePoint / One Drive up to date and relevant at all times, including the Administration Share Point Site. clients. Keeping of client records updated at all times, including suppliers contacts and contracts. X-plan
new files for potential new clients (digital). General Servicing - Amendments and submitting of all investment duties for Brokers and Management. Assist with General Office duties, such as software back up and updates lapses. Keep Brokers and management informed at all times of any client queries / challenges / problems. Assist SharePoint / One Drive up to date and relevant at all times, including the Administration Share Point Site. clients. Keeping of client records updated at all times, including suppliers contacts and contracts. X-plan
our brand with professionalism and enthusiasm. General admin responsibilities. Please note should you
our brand with professionalism and enthusiasm. General admin responsibilities. Please note should you
on drivers PDP licences. Disciplinary Hearings. General Admin (Sending emails, Filling out documents, Scanning
on drivers PDP licences. Disciplinary Hearings. General Admin (Sending emails, Filling out documents, Scanning