Filing jobs in Rochdale - Page 2

In this role, you will be responsible for opening and closing files as well as assisting with various admin tasks. You will be taking client calls and provide information as requested. Previous ...

Deliver audit files ensuring technical accuracy. * Oversee workflow and delegate audit engagements. * Support junior team members with constructive mentorship. * Identify and implement processes to ...

... File for new clients o Obtain valuations of existing client policies and obtaining quotes " Provide up to date Valuations to Paraplanner/Advisers " Ensure back office software is kept up to date ...