Operations Support – Wealth Management
My client are a successful Wealth Management firm based in London. They are looking for an individual to come and join the business to support practice and office management in day-to-day tasks.
- Phone Duties
- Distributing Post
- Monitoring Team inbox
- Updating Salesforce
- Ordering Stationery
- Office Maintenance
- Event organisation
- Marketing Support
- Information Requests
- Act promptly, focusing on the results.
- Paying attention to details and accuracy.
- Communicate in a friendly, professional, and concise manner. With the receiver in mind.
- Make the office environment welcoming.
- Seeing and owning your contribution and understanding the importance of your duties in achieving the company’s targets.
- Update Salesforce for each client call in the client record & create a task for the recipient.
- Update client data following the SJP compliance requirements.
- Update Opportunities following information receipt and create a notification task for the recipient.
- Produce mailmerge for marketing campaigns.
- Order necessary marketing materials.
- Update Salesforce Campaigns and client journey records if applicable.
Please apply for more information on the firm and opportunity.
Posted 18 May 2023