PA/Administrator - City of London £35,000
Leading financial advisory firm based in the city are looking for a confident administrator to join their team.
- Produce valuations / schedules for client meetings.
- Produce new client packs / files for meetings.
- Arrange portfolio / in specie transfers.
- Prepare agendas for meetings.
- Processing of new business - pensions / ISA and Bonds.
- Dealing with queries / requests from clients via email and telephone.
- Placing transactions / trades on platforms.
- Preparing and processing Letters of Authority.
- Diary Management.
If you have the skill set above please across your CV
Huntress Search Ltd does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
- Financial services or Professional services