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Office Support Specialist

2 months ago

Huddersfield, Kirklees, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Office Support Specialist

Location: Flexible working options available

Salary: Competitive, based on experience

Are you a motivated Office Support Specialist looking for your next opportunity? Do you thrive in a dynamic environment where your contributions are essential to the team's success?

If you possess a background in Financial Services and are eager to advance your career, you could become an integral part of a reputable Appointed Representative of a leading Wealth Management firm. This organization offers tailored financial guidance and services to a diverse clientele, including executives, families, and entrepreneurs.

Key Responsibilities:

  • Assist with a variety of administrative duties to support team members and clients.
  • Compile and organize essential data for reports and client portfolio assessments.
  • Handle inquiries and correspondence from clients and service providers.
  • Maintain the client database and manage scheduling for the Partner and Advisors.
  • Process new business applications and coordinate with administrative teams.
  • Receive training and have opportunities for professional growth in a fast-paced setting.

Candidate Profile:

To qualify for this position, you should possess:

  • Demonstrated experience in an administrative role within Financial Services.
  • Exceptional customer service skills with the ability to foster client relationships.
  • Meticulous attention to detail and strong problem-solving abilities.
  • Effective time management and organizational skills.
  • Proficiency in Microsoft Office Suite, including Excel and Word.
  • Confidence in interacting with colleagues and external parties while maintaining confidentiality.

Benefits:

  • Collaborative and supportive work environment.
  • Opportunities to enhance your skills and experience.
  • Join a dedicated team focused on achieving success.

This organization promotes a professional and innovative culture where team members share their expertise to provide exceptional service to clients.
As a recognized leader in Wealth Management, the firm manages substantial assets and is well-established in the industry.

Note: Candidates may undergo standard financial and identity verification processes as part of the hiring procedure.