Client Investment Coordinator - Marlow, United Kingdom - Eight Wealth Management Ltd

Eight Wealth Management Ltd

Verified Company

Marlow, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Being part of Eight, is like being part of a big family.

We are an exciting and dynamic team, on a mission to be our best; for ourselves, each other, and of course, our clients.

By joining Eight, you will want to share in our RESPECT values.

We demonstrate these through what we call the 3Bs:
Building Relationships, Being Responsible. Being Amazing

Requirements:

The main role of the Client Investment Coordinator is to work closely with partners and other business teams in relation to creating document packs, preparation and submission of withdrawals, letter writing, preparation of trust paperwork amongst other things.

Previous experience of working in a financial services environment would be beneficial.

This is a busy role, so you must be pro-active, be great at organising your work and time, have a great 'can-do' attitude and be an excellent communicator and team player.

We also embrace the use of technology; so, you must be willing to embrace new developments when they arise, along with having excellent IT knowledge in MS Office products.

Training will be given in all our systems, all we ask for, is a positive attitude towards learning new things

**Benefits