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Administrator
2 months ago
Job role: Administrator
Salary: 25k
Location: Leicester
🌟 Join Our Dynamic Team as a Administrator 🌟
Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Administrator to join our growing team
My Client is committed to providing top-tier financial advice and personalized service to our clients. We believe in building long-term relationships based on trust, integrity, and outstanding results. Our team of experienced professionals is dedicated to guiding clients toward financial success, and we're looking for someone like you to help us achieve this mission.
Key Responsibilities:
Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and addressing client inquiries as a administrator
Documentation Management: Prepare, review, and process financial planning documents, ensuring accuracy and compliance with regulations.
Data Management: Maintain and update client records, financial plans, and related documents in our CRM system.
Scheduling and Coordination: Organize appointments, manage calendars, and coordinate meetings between clients and planners as a administrator
Compliance Monitoring: Ensure that all client files and processes adhere to industry regulations and company standards.What We're Looking For:
Strong organizational skills with a keen eye for detail as a administrator
Excellent communication skills, both written and verbal.
Proficiency with financial software and CRM systems (experience with [specific software] is a plus).
Ability to manage multiple tasks and prioritize effectively.
A background in finance, administration, or a related field is preferred
