Financial Services Administrator
3 weeks ago
Blakemore Recruitment is currently seeking a skilled Financial Services Administrator to enhance the operations of a distinguished Financial Planning firm.
This organization is dedicated to illuminating their clients' financial landscape, fostering clarity and confidence while optimizing every interaction.
Key Responsibilities
The Financial Services Administrator plays a crucial role in ensuring the smooth and precise handling of client transactions, while providing exceptional service.
It is essential to comprehend and contribute to the enhancement of client requirements, focusing on continuous improvement and innovation.
Client Onboarding - Deliver comprehensive administrative assistance during the onboarding process for new clients.
Data Management - Safeguard and update client information within a secure framework.
Client Reviews - Prepare for client evaluations, refresh cash flow models, assess investment performance, and generate supporting documentation, discussion materials, and analytical models.
Relationship Management - Engage with clients through various communication channels including telephone, correspondence, and email.
Service Delivery - Ensure the execution of service offerings within established service levels and timelines.
Coordination - Collaborate with administrative personnel to guarantee that application and provider forms are completed as necessary, while keeping clients informed throughout the process.
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