Financial Services Administrator
4 days ago
NJR Recruitment is partnering with a boutique firm of Independent Financial Planners to find a skilled Administrator to support their high-net-worth clients. The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced environment.
Key Responsibilities:
- Providing administrative support to the financial planning team
- Managing client data and maintaining accurate records
- Assisting with the preparation of financial plans and reports
- Coordinating meetings and appointments with clients
- Developing and maintaining relationships with clients and other stakeholders
Requirements:
- Proven administrative experience in a financial services environment
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong organizational and time management skills
- Proficiency in Microsoft Office and other relevant software
What We Offer:
- A competitive salary and benefits package
- Ongoing training and development opportunities
- A dynamic and supportive work environment
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