Administrative Assistant
4 weeks ago
Location: Woking - Central
Type: Permanent, Full time
Salary: Up to £27,000 (DOE) plus 25 days holiday + BH, Pension, Hybrid Working, Progression Opportunities, Study support & more
Working Hours: Monday - Friday
Interviews: ASAP
Our client, a leading financial services organisation, is seeking an experienced Administrator to join their team in Woking.
As an Administrator, you will support the Advisers and Para-planners in various non-advisory tasks. This includes sending out Advice letters, responding to client queries, processing trade deals, and maintaining client databases. Your role is crucial in ensuring a seamless and efficient service delivery to our clients.
Key Responsibilities:- Client Support:
- Send out Advice letters and collate necessary enclosures.
- Liaise with clients through secure messaging system, email, or telephone to address their queries.
- Work with Advisers and Admin Team to meet deadlines and service level agreements.
- Client Database(s) Management & Maintenance:
- Monitor and action assigned activities within set time frames.
- General Administration:
- Open, scan, and allocate incoming post.
- Process received forms promptly and update client database.
- Assist with marketing administration when necessary.
- Update online database with client data and valuation feeds.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
- Minimum of 2 years' relevant experience in administrative roles within the financial services sector.
- Experience using CRM software.
- Knowledge of IFA office procedures and compliance (Desirable).
- Willingness to pursue further education or training, such as Diploma in Financial Planning.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role, your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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