Part Time Administrator

2 weeks ago


London, United Kingdom Vantage Wealth Management Full time

At Vantage Wealth Management, a growing financial advice company that prides itself on making advice more accessible to the UK, we are looking for an individual to join our dedicated team on a part-time basis, working three days per week, with flexible working hours that suit you. We are seeking an individual with strong administrative and organisation skills, looking to enter or broaden their skills in the dynamic, fast paced world of finance.

**Responsibilities**:
Manage and oversee the Letter of Authority (LOA) process for our organization, including obtaining, tracking, and maintaining LOAs from clients.

Review and verify LOA requests for accuracy, completeness, and compliance with internal policies and regulatory guidelines.

Maintain an organized database of LOAs, ensuring accurate and up-to-date records are kept for each client.

Collaborate with internal teams to obtain additional information and resolve any issues related to LOAs.

Keep abreast of industry regulations and changes in LOA requirements to ensure compliance in all LOA-related activities.

Provide guidance and support to internal stakeholders regarding LOA processes, requirements, and timelines.

Prepare reports and maintain documentation related to LOAs, providing regular updates to management as needed.

**Requirements**:
Proven experience in an administrative or telephone-based role, preferably in a regulated industry such as insurance, finance, or healthcare.

Excellent organizational skills, with the ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines.

Strong attention to detail, ensuring accuracy and precision in all LOA related documentation and processes.

Proficient computer skills, including experience with database management and Microsoft Office Suite.

Outstanding communication and interpersonal skills, with the ability to interact professionally with clients and internal teams.

Ability to adhere to strict confidentiality and GDPR guidelines.

Ability to work independently and collaboratively within a team, demonstrating a proactive and problem-solving mindset.

Education and Certification:
Secondary Education Qualification or above.

Additional certifications or training in administration, insurance, or related fields are a plus.

**Salary**: £14,400.00-£16,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Sick pay
- Work from home

Schedule:

- Flexitime

Work Location: Hybrid remote in London, EC3V 9BQ

Reference ID: VWM LOAA 23 01



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