Financial Services Administrator
- or -
Post a project like this4932
£13/hr(approx. $16/hr)
- Posted:
- Proposals: 9
- Remote
- #39825
- Awarded
Description
Experience Level: Intermediate
We are looking for an experienced financial services administrator to help with the following tasks
Submitting new Life business
Pipeline management/ New Business Tracking
Mortgage processing and chasing knowledge
Business Reporting
Existing Pension information requests
Back Office System management (1st Adviser Office, experience preferred)
Fact Find (transposing to back office systems)
Audit Trail
Ideal skills would include conscientiousness, eye for close detail, ability to work under own initiative.
Submitting new Life business
Pipeline management/ New Business Tracking
Mortgage processing and chasing knowledge
Business Reporting
Existing Pension information requests
Back Office System management (1st Adviser Office, experience preferred)
Fact Find (transposing to back office systems)
Audit Trail
Ideal skills would include conscientiousness, eye for close detail, ability to work under own initiative.
Craig F.
100% (31)Projects Completed
15
Freelancers worked with
17
Projects awarded
39%
Last project
7 Jun 2016
United Kingdom
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