Senior Financial Services Administrator
6 days ago
Job Summary:
We are seeking a highly skilled Senior Financial Services Administrator to join our team at Brook Street. As a key member of our operations team, you will be responsible for preparing, processing, and monitoring new business submissions across various investment platforms.
Key Responsibilities:
- Prepare and process new business submissions, ensuring accuracy and efficiency.
- Oversee the preparation and audit of client annual review packs, managing the process from start to finish.
- Utilize a range of software, including Microsoft Office, Intelligent Office (IO), Papercloud, and other provider platforms.
- Collaborate with cross-functional teams to ensure seamless business operations.
- Develop and maintain strong relationships with clients and internal stakeholders.
Requirements:
- Prior experience in Financial Services, particularly within IFA firms.
- Strong working knowledge of Intelligent Office (IO) software is essential.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
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Senior Financial Services Professional
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Senior Financial Services Professional
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Flackwell Heath, United Kingdom Brook Street Full timeJob Summary:We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team at Brook Street. As a key member of our operations team, you will be responsible for preparing, processing, and monitoring new business submissions across various investment platforms.Key Responsibilities:Oversee the preparation and audit of...
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