STEPHENS COOKE & ASSOCIATES
Mullingar, County Westmeath, Ireland
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...