Morrows Private Wealth,
The role will involve
Managing workflow and correspondence, prioritising tasks and filtering action items as they arise
Preparing client documents for financial planning (application forms, investment administration forms, etc)
Proactive maintenance of our client databases to improve data integrity
Liaising with clients and third parties via phone and email
General admin including collation of client documents, scanning, printing, filing and mail management
Working within and supporting the Private Wealth Team
Working across the wider client service group on projects and initiatives
