General Administrator, Contract, Isle of Man
A General Administrator is required on a part time basis to complete a 6 month temporary contract for an established Financial Planning Organisation.
Answering the telephone, meeting and greeting clients.
Client on-boarding - KYC (Know your Customer).
Preparation for Forward Planning Meetings.
Client due diligence - AML/CFT Reviews including PEPs.
Postal and stationery duties.
Ad hoc project work.
Hours & Benefits:
Required to work 3 days per week (excluding Wednesdays) Excellent rate of pay.
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