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Administrative Support Specialist
2 months ago
Job Summary:
Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented individual to join their team as a Trainee Paraplanner. As a key member of the financial services team, you will provide administrative support to financial advisors and paraplanners, ensuring seamless client service delivery.
Key Responsibilities:
- Assist the paraplanning team with various administrative tasks, including data entry, file management, and document preparation.
- Work closely with financial advisors, paraplanners, and other team members to provide exceptional support and deliver outstanding client service.
- Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.
- Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.
- Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.
- Conduct research, analyze data to support financial advisors and paraplanners in ongoing advice.
- Document ongoing advice and prepare accurate and comprehensive reports, based on the information provided by paraplanners and financial advisors.
- Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.
Requirements:
- At least 1 year's experience in an administrative role with Financial Services.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Attention to detail is paramount to ensure accuracy in reports and documentation.
- Strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritize.
- A collaborative approach to work, flexibility, and a willingness to support team members when required are valued traits.
- Exceptional written and verbal communication skills are essential for conveying information clearly and professionally.
- Excellent numeracy skills are also essential.
- Demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected.
- Excellent telephone etiquette is important, as calls to providers/advisers will form part of this role.
- Opportunity for further study and pathway to Paraplanner role.
