Technical Administrator
Apollo Private Wealth
- Employment
- Permanent Full Time
About the role
Role Overview We're a busy, client-focused financial advice practice looking for a detail-oriented Technical Administrator to join our growing team. You'll support our busiest adviser and their clients to ensure every case and communication is handled accurately, efficiently, and compliantly. Role Responsibilities What you'll be doing Preparing client files and meeting packs, including compliance documentation, illustrations, research, analytics, and DocuSign materials. Processing new business a…
Read the full description on the original posting.
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