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Administrative Assistant

2 months ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time

**Job Summary**

Specialist Recruit is seeking a highly skilled and organized Financial Services Coordinator to join our team. As a key member of our financial planning company, you will provide exceptional administrative support to our Financial Advisers and clients.

**Key Responsibilities**

  • Provide full administrative support to our clients, including compiling and generating financial reports, using analytical tools, and handling day-to-day enquiries.
  • Assist with client meetings, including scheduling, preparation of financial documents, and follow-up actions.
  • Act as the main point of contact for assigned clients, ensuring exceptional customer service at all times.
  • Liaise with providers and third parties to obtain financial information on behalf of our clients.
  • Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organization of the team.
  • Manage workflows and tasks independently, achieving agreed outcomes without supervision.

**Requirements**

  • Essential experience working within Financial Services, specifically with strong pensions knowledge and other financial products.
  • Excellent administration and organizational skills, with the ability to work under pressure in a fast-paced environment.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work collaboratively within a team and adapt to changing priorities.
  • Proficient in Microsoft Office programs and experience with databases and tracking spreadsheets.