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Senior Administrator
2 months ago
Job Title: Senior Administrator
Job Type: Full-time
Industry: Financial Services
Company: NJR Recruitment
Location: Remote
Job Description:
We are seeking an experienced Financial Services Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and clients.
Key Responsibilities:
- Client Communication: Serve as the primary point of contact for new and existing clients, responding to their queries and concerns in a timely and professional manner.
- Business Processing: Process new business, ensuring clients are kept informed of progress and updates.
- Document Management: Handle letters of authority, requests for information from external providers, and other sensitive documents with confidentiality and discretion.
- Meeting Coordination: Assist in booking meetings for financial advisors and ensure review meetings are scheduled within appropriate timeframes.
- Reporting and Compliance: Complete review meeting letters and associated regulatory requirements, as well as update client files and records.
- Post and File Management: Handle incoming post for clients, scanning and saving documents in secure files.
- Withdrawal and Switch Processing: Process withdrawal requests and switches, as well as portfolio rebalancing.
- Paraplanning Support: Assist with aspects of paraplanning, providing administrative support to financial advisors.
Requirements:
- Experience: Previous experience working in a financial services environment, with a strong understanding of the industry and its regulations.
- Communication Skills: Excellent communication skills, with the ability to effectively interact with clients, financial advisors, and other stakeholders.
- Technical Skills: Proficiency in administrative software and systems, with the ability to learn new technologies quickly.
- Personal Qualities: Smartly presented, with a strong work ethic and a commitment to delivering high-quality results.
What We Offer:
A competitive salary, a dynamic and supportive work environment, and opportunities for professional growth and development.
