1 of 1 Workload Management Jobs in Croydon

Letters of Authority, managing and dealing with daily post and assisting Consultants in pre-meeting preparation and Client Reviews. Role and Responsibilities Update fact find Information to the client management system (Intelliflo) Obtain policy information and valuations, maintain on Intelliflo Ensure any deadlines given by consultants/providers are met Maintain up to date client files Assist consultants in … and annual reviews Managing and dealing with daily post as directed Raising fees and invoices for consultants and corporate accounts Assist with the overflow of work in other areas Management of Letters of Authority; issuing and collating information Register and utilise appropriate extranet/websites and other forms of e-business Cash Balance Monitoring Operate within the compliance and … Computer literate (Word, Excel, PowerPoint, Outlook) Interpersonal - team working and communicating with clients Proactive, willing to continue to develop, enthusiastic Highly organised, methodical, disciplined and meticulous Good organisational, time management skills and effective workload management Ability to prioritise and deal with pressure Desirable: Knowledge of platform providers e.g. Aberdeen Wrap, Aviva Platform, AJ Bell, Royal London Knowledge More ❯