Office Administration Assistant
7 days ago
An excellent opportunity has arisen for an enthusiastic Financial Administrative Assistant to work for a well-established and highly successful Financial Adviser Practice based in the heart of Clifton Village.
We are looking for a naturally motivated individual seeking a varied role that will see you playing an integral part in the smooth running of a busy office.
Specifically, your role will involve:
- Process withdrawal requests
- Client queries
- Check accuracy and completeness of new business documentation
- Prepare client review packs including valuations & supporting paperwork
- Write letters to clients and providers as appropriate
- Keep records in CRM system up to date
- Call prospective clients to arrange meetings
- Answering and directing calls accordingly
- Opening and distributing/scanning post as required
- Dealing with incoming client queries
- Liaising with relevant third parties chasing outstanding documents
- Keeping all records in systematic order and updated
- Ensure records are kept in line with GDPR and compliance regulations
EXPERIENCE
- At least a year’s experience working within an administrative role or in a financial planning environment
- Any finance qualifications are desirable but not essential
KNOWLEDGE
- Microsoft Word, Excel and electronic diary management
- Knowledge of Financial Services Products is desirable
SKILLS
- Interpersonal skills to develop and maintain client trust and inspire confidence
- Able to communicate effectively in verbal and written form
- Good telephone manner
- Highly organised, methodical and disciplined
- Shows initiative and takes personal responsibility for completing tasks
- Able to work under pressure on occasions to achieve deadlines
- Attention to detail
- Ability to achieve agreed outcomes without supervision
**Salary**: £20,500-£22,000.
There is also a discretionary bonus scheme on top of your annual salary.
**Job Types**: Full-time, Permanent
**Salary**: £20,500.00-£22,000.00 per year
Additional pay:
- Bonus scheme
Schedule:
- Monday to Friday
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