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Administrative Support Specialist
2 months ago
Administration Assistant
A fantastic opportunity to contribute to the success of AFH Wealth Management, a leading independent financial advisory and wealth management firm.
We are seeking a highly organized and efficient Administration Assistant to join our IFA Administration team in our Bromsgrove office. This is a full-time, permanent position that offers a competitive salary and a range of benefits.
Your role will involve delivering exceptional service by providing accurate, timely, and organized administration support to our IFA's.
Key Responsibilities:
- Provide efficient administrative support to a number of IFA's
- Prepare correspondence, including letters and emails
- Act as a point of contact for clients, life offices, and members of the business
- Maintain all administration systems, ensuring accurate and up-to-date client data
- Maintain diary management systems, ensuring daily workflow is completed in line with agreed SLA's
- Assist with the management of the IFA's portfolio of existing business
- Ensure appropriate documentation is scanned and attached to relevant client records
- Prepare review packs for IFA client meetings
What we are looking for in our ideal Administration Assistant:
