Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
Reporting to the Office Manager.
Requirements:
/>Report to the Chief Financial Officer:
Finance:
Responsibilities: Report to the Chief Financial Officer: Finance: Manage and oversee the Finance department. Review functions where needed. Manage the office equipment contract renewals. Manage the schedule of contracts and
Office Management
client relationships. Office Management Support the general office management including reception, facilities
client relationships. Office Management Support the general office management including reception, facilities
management and Microsoft Office Suite. Certification in collections management (e.g., ACA, CCM) is a plus
management and Microsoft Office Suite. Certification in collections management (e.g., ACA, CCM) is a plus
Sheet Management. You will assist front office trading by managing trades, cash flows, and instruments on