The above mentioned roles required the following skills and attributes:
- Provide high touch customer service with all advisers and staff
- Maintain strong relationship with clients (financial advisers)
- Strong oral and written skills
- Attention to detail
- Strong organisational skills
- Preparing a number of research packs for advisers and staff for monthly meetings
- Screening of phone calls for CEO and Managing director
- Conduct meetings for financial products on behalf of research team
- Mail Merge proficiency
- Maintain company shares register