·I administer the day to day running of investment portfolios for affluent clients-I collate and send the weekly Alpha Bites newsletter to key contacts-I update the company website-I produceand amend the company literature·I am a central point of contact for all Independent Financial Advisors·I compose and sign off my own correspondence·I liaise with internal and external departments to ensure transfers run smoothly·I request deals to be placed on behalf of the… Show more ·I administer the day to day running of investment portfolios for affluent clients-I collate and send the weekly Alpha Bites newsletter to key contacts-I update the company website-I produceand amend the company literature·I am a central point of contact for all Independent Financial Advisors·I compose and sign off my own correspondence·I liaise with internal and external departments to ensure transfers run smoothly·I request deals to be placed on behalf of the Senior Fund Manager·I deal with the daily post and organise my own workflow·I deal with the processing and payment of monthly commissions a six monthly renewal fees·I am an integral part of the six monthly valuation run·I field calls and deal with the general queries on behalf of the Senior Fund Manager and Director·I update the FTSE figures on a weekly basis Show less

Duties:·I planned and organised the day to day workflow of a small team, acting as first point of contact for business and personal issues·I administered the day to day running of investment portfolios for affluent clients·I undertook a range of administrative and processing duties most of which were complex in nature·I was the first point of referral for complex processing queries·I prepared agendas, itineraries and minutes for distribution and attended to relevant action… Show more Duties:·I planned and organised the day to day workflow of a small team, acting as first point of contact for business and personal issues·I administered the day to day running of investment portfolios for affluent clients·I undertook a range of administrative and processing duties most of which were complex in nature·I was the first point of referral for complex processing queries·I prepared agendas, itineraries and minutes for distribution and attended to relevant action points·I composed and signed off my correspondence some of which included correspondence produced by the team·I was a key member in process development workshops·I verified and checked the work of colleagues, as part of the Banks authorisation processes·I had regular contact with several different departments within the Bank the main being Private Banking Managers and their assistants·I liaised with other financial institutes to ensure the transfer of portfolios ran smoothly·I trained new and existing members of staff Show less