Compliance checks, Filing and submission, Must be able to work with @Work, Microsoft Suite, Astute, Signing Hub.
New Business processing, Application Preparation, Client information/onboarding, In House servicing, taking full responsibility for all outstanding business and following up on a daily basis, Liaise with clients, check that the Consultant's diary is up to date and sufficient travelling time has been allocated.
Ensure that portfolio is then prepared and 100% correct using the Astute download.
Preparations of Buy and Sell Agreements, quotations, documentation and assistance with the presentation...