Qualifications Required:
Reference: PTA002954-JB-1 As a Portfolio Assistant, you will provide essential administrative support and manage day-to-day operations related to clients' portfolios. You will act as the backbone of client service management, ensuring all administrative tasks are performed meticulously and efficient
typing.
Assisting with administration relating to employee benefit schemes.
Service and maintain
as well as supporting the administration and maintenance of employee benefit schemes. This role requires Provide general typing and administrative support as required. Employee Benefits Administration: Assist with with the administration of employee benefit schemes, including life insurance, investments, and retirement
record keeping
Assisting with administration of Employee Benefits Schemes
Wealthcraft database
and record keeping Assisting with administration of Employee Benefits Schemes Wealthcraft database to be
as well as supporting the administration and maintenance of employee benefit schemes. This role requires Provide general typing and administrative support as required. Employee Benefits Administration: Assist with with the administration of employee benefit schemes, including life insurance, investments, and retirement
and record keeping Assisting with administration of Employee Benefits Schemes Wealthcraft database to be
typing
General typing Assisting with administration relating to Employee Benefit Schemes Service and maintain