Administrative Assistant

at  STEPHENS COOKE ASSOCIATES

Stephens Cooke are recruiting for a position with Blackhall Financial Services Limited
Key areas of responsibility will include:

File management and compliance

• Maintain investment business client hard-copy files and ensuring same are compliant
• Calendarise client investment review dates; annual, bi-annual and quarterly.
• Updating of CRM system Portus on a monthly basis

General administration

• Review and maintain investment company product information files
• Maintain generic compliance documentation starter packs for new clients
• Generate standard correspondence as required.

Commissions

• Maintain new business log and record new business as it is written
• Review commission statements monthly, by investment company, and reconcile to new business written.
• Assist in production of ad-hoc information reports on business and business prospects.

Please refer the Job description for details