Financial Services Administrator
1 month ago
We are seeking an experienced Assistant/Administrator to join our team at Aldrich & Co, specializing in financial services. If you have a strong background in administration and a passion for delivering exceptional client experiences, we'd love to hear from you.
About the Role:
- Manage end-to-end administration processes for investments, mortgages, pensions, and other financial products.
- Process and reconcile documentation, liaise with product providers, and maintain accurate records.
- Update client portal CRM and reconcile data to ensure seamless client interactions.
- Prepare annual reports for clients and maintain accurate financial records.
- Onboard new clients, update existing files, and provide exceptional customer service.
- Correspond with clients to ensure timely and effective communication.
Requirements:
- Several years of administrative experience in financial services.
- Strong MS Office and CRM skills, with a focus on process efficiency and accuracy.
- A solid understanding of financial services and a commitment to ongoing learning and development.
- A hard-working attitude, with a focus on delivering exceptional results in a fast-paced environment.
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