Established in 1979 by career development expert, Richard Knowdell, the Network is an international non-profit association of career practitioners who work with youth and adults in job or career transition. Network members work in higher education, business organizations, government agencies, social service agencies, outplacement consulting firms and private...
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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.
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