offer
Passing information onto the relevant parties and setting up of meeting times
Assisting
Welcome and direct visitors to the appropriate party. Maintain a tidy and inviting reception area and including Mobile Device capabilities of using third party applications, including but not limited to WhatsApp
Welcome and direct visitors to the appropriate party. Maintain a tidy and inviting reception area and including Mobile Device capabilities of using third party applications, including but not limited to WhatsApp
Wealth Clients (inlcuding: intermidiaries and third party managers) , manage the diary of the Portfolio Managers Proactively manage all client, intermediary and third party manager queries and process their requests (For
Wealth Clients (inlcuding: intermidiaries and third party managers) , manage the diary of the Portfolio Managers Proactively manage all client, intermediary and third party manager queries and process their requests (For
meetings, coordinating with staff as well as external parties. Performing basic credit control duties including
utmost accuracy Liaise with clients and other parties professionally and respectfully High shcool diploma
utmost accuracy Liaise with clients and other parties professionally and respectfully High shcool diploma
social media and website content updates with third-party agencies. Regular liaison with team members. Booking
social media and website content updates with third-party agencies. Regular liaison with team members. Booking