EMPLOYMENT STATUS : Full Time
REPORTS TO: Director of Wealth
OVERALL OBJECTIVE
To care for and coordinate administrative tasks related to
client services across the Wealth business. You have responsibilities
in all areas of administration to provide seamless support to
the Wealth Director and Team.
QUALIFICATIONS & EXPERIENCE
- Good understanding of Microsoft Office;
- Previous experience in a customer service role;
- Excellent verbal and written skills;
- The ability to work as part of a team and offer support to others where required;
- Someone willing to embrace the values and culture of our business;
- Understanding of basic wealth, accounting and tax terms would be helpful.
