Finance Graduate at The Career Network

RESPONSIBILITIES & FUNCTIONS:

• Communicating with clients
• Preparing and checking client sign on documents
• Meeting with clients
• Communicating with the client and third parties for transfer of existing investments and ad hoc queries
• Contact person for client queries
• Manage electronic versions of client documents
• Requesting, saving and sending electronic source documents
• Sending valuation and tax reporting to clients
• Task management with client portfolios between CEO and Operations Administrator
• Working with the Operations Administrator for client information and management
• Ad Hoc tasks related to clients and client portfolios
• Office manager

EXPERIENCE:

• No experience necessary. We are looking for someone who wants to be exposed to the financial services industry and who is interested in current affairs. We are customer service orientated and this role has a large element of dealing with the clients directly therefore this person must be able to communicate with clients in an easy and professional manner. There will be exposure to a range of areas and the opportunity to learn a lot in a small company environment.

CHARACTERISTICS/SKILL-SET:

• Organised Great attitude
• Self-Motivated Willing to go the extra mile
• Willing to learn Problem solving attitude
• Attention to detail Takes initiative
• Takes responsibility and accountability for tasks
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