• Actioned daily deposit and investment instructions within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently• Supported Financial Advisers and their staff; developing their understanding of the Transact platform and its functions• Dealt with a range of administrative tasks in regards to client approval and onboarding for the platform e.g., processing financial wrapper transfer documents and setting up client… Show more • Actioned daily deposit and investment instructions within a range of financial wrappers including ISAs, Pensions and Investment Bonds accurately and efficiently• Supported Financial Advisers and their staff; developing their understanding of the Transact platform and its functions• Dealt with a range of administrative tasks in regards to client approval and onboarding for the platform e.g., processing financial wrapper transfer documents and setting up client portfolios• Actively participated in company training events in which we had a responsibility to maintain sufficient knowledge of financial instruments and the regulations which embodied them Show less

• Create sustainable relationships with corporate representatives during corporate golf functions• Work as part of a moderate sized team to ensure smooth operation of the golf course• Maintain a proficiency with our booking and administrative software• Provide top quality service to country club members and walk-in patrons

• Shadowed various team members across the firm to understand their job roles and responsibilities• Spent a significant part of the internship accompanying a Senior Financial Advisor to help expose me to advanced sales and client management skills

• Shadowed employees across every department of the firm to gain a full understanding of their individual job roles and responsibilities• Basic accounting and administrative training