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Administrative Support Specialist

2 months ago

London, Greater London, United Kingdom Your Resourcing Partner Limited Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Adviser Administrator to join our team at Your Resourcing Partner Limited. As a key member of our administrative support team, you will play a vital role in ensuring the smooth operation of our financial services business.

Key Responsibilities
  • Provide administrative support to our Financial Adviser, ensuring the efficient and effective delivery of client services.
  • Prepare and maintain accurate and up-to-date client records, including client files and documentation.
  • Assist with the preparation of client meeting packs, including data analysis and financial reports.
  • Manage client correspondence, including letters and emails, in a timely and professional manner.
  • Maintain high levels of accuracy and attention to detail in all aspects of the role.
  • Develop and maintain strong relationships with clients, colleagues, and other stakeholders.
Requirements
  • Previous administrative experience in a financial services environment.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Highly computer literate, with proficiency in Microsoft Office and other relevant software.
  • Able to maintain confidentiality and handle sensitive information with discretion.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional development and growth within the company.
  • A dynamic and supportive work environment.
  • The chance to work with a talented and experienced team.