· Booking new business by generating leads.
· Scheduling routine diary arrangements for the Advisors.
· Booking meeting venues or arranging video conference calls.
· Set up and maintain paper and electronic filing systems.
· Interface with other business services teams and ownership of resolving any routine business
operations problems.
· Ensuring smooth communication on any client queries and involving the Advisor where required
· Taking care of reminders and follow ups on payments, collections, documentation etc.
Assist in compliance/client documentation.
· Ability to follow process workflow maps.