1 Back Office Jobs in Worcestershire

withdrawal/top-up suitability reports in compliant fashion for adviser delivery Execution of additional business submission with Providers Manage ongoing client information on back office Deal with any ad hoc client queries Liaise with Compliance Department, Accounts and other parts of the business to manage internal requirements … of the team e.g. Weekly figures, regulatory data requirements Support the day-to-day functions of the office liaising with other NFP companies Person specification Knowledge, skills and abilities: Previous experience working within the Private Client Wealth Management industry Strong working knowledge of private client back office software Good IT skills including Microsoft Office suite Experience of cashflow modelling software Honest and trustworthy with a desire to work to the highest standards of compliance Excellent verbal and written communication skills Ability to work to a high level of accuracy and prioritise effectively Education/and more »