Financial Services Administrator
5 days ago
Job Summary:
The IFA Administrator is a key role within our team at IDEX Consulting, responsible for providing exceptional support to our Advisers across a broad spectrum of financial issues.
Key Responsibilities:
- Provide administrative support to Advisers, including phone calls, arranging meetings, and maintaining accurate records.
- Develop and maintain a thorough understanding of financial services products, providers, and regulation.
- Work efficiently in all MS Office applications, platforms, and websites to ensure seamless communication and data management.
- Collaborate with the team to drive business growth and excellence.
Requirements:
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Proficiency in MS Office applications and ability to learn new systems quickly.
What We Offer:
At IDEX Consulting, we strive to create an inclusive and equitable work environment where everyone can thrive. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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