- Dharma Centre for WellbeingClient SupportHEALTH & WELLNESSFebruary 2023 - Today (2 years and 4 months)In this ongoing project I am responsible for supporting the management team deliver their objectives and goals for the progression of the company. I am responsible for a variety of tasks, including but not limited to; copywriting, copyediting, client support tasks (document creation, branding documents), competitive analysis, analysing and improving external businesses internal policies (wellbeing policies, smoking policies, bullying & harassment polices etc).
- Maskery Wealth Management LtdSenior AdministratorPUBLIC SECTORNovember 2021 - December 2022 (1 year and 1 month)Kingsteignton, United KingdomDuring my time at MWM, I was responsible for providing admin support to senior financial advisors and the managing director.Tasks included but were not limited to:- Outlook diary management (for the financial advisers)- Email and phone correspondence with clients and other investment providers,- Processing client withdrawals forms and requests- Writing and producing client letters- Completing detailed analysis of pension & investment data.- Writing detailed review letters following clients annual reviews & creating Asset schedules in preparation for the reviews.- Creating and chasing Letters of Authority- Completed detailed File notes & Schedules- Tracking, chasing and updating the advisers on the progress of their new business cases
Welcome to Merrie's freelance profile!
Merrie Tucker
- Suggested rate€250 / day
- Experience0-2 years
- Response rate100%
- Response time1 hour