Senior Financial Planning Administrator
6 days ago
We're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.
Job DescriptionJob Title: Senior Financial Planning Administrator
Job Summary: We're seeking an experienced senior administrator to join our financial planning team. As a senior administrator, you'll be responsible for providing administrative support to our financial planners and helping to deliver exceptional client service.
Key Responsibilities:
- Provide administrative support to financial planners, including preparing reports and presentations
- Assist with client onboarding and account management
- Develop and maintain knowledge of financial products and services
- Contribute to the development of business strategies and initiatives
- Work closely with the management team to identify areas for improvement and implement changes
Requirements:
- 2+ years of experience as an administrator in a financial planning firm
- Strong administrative skills, including report writing and presentation preparation
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of financial products and services
What We Offer:
- A competitive salary and discretionary bonus
- A comprehensive benefits package, including pension, health insurance, and life insurance
- Opportunities for professional development and career advancement
- A dynamic and supportive work environment
About Our Company: Exchange Street Claims & Financial Services is a leading provider of financial services, with a strong reputation for delivering exceptional client service. We're committed to providing our employees with a positive and supportive work environment, and we're always looking for talented individuals to join our team.
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