Administrative Assistant

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.

CPD

· Maintain central record of CPD hours for each principal and employee

· Circulate to each principal and employee news of new products and developments

The above is not an exhaustive list of tasks and responsibilities, and may be added to or amended as required, but is intended to give a reasonable indication of the key areas of responsibility within the Company.