Senior Administrator
2 days ago
Job Summary:
We are seeking an experienced Sr. Administrator to join our team at Harper Recruitment Group. The successful candidate will have a background in Financial Services and be responsible for overseeing administration workflows, communicating with clients and providers, and collaborating with the team to develop tailored proposals.
Key Responsibilities:
- Manage administration workflows and ensure smooth processes
- Communicate effectively with a wide range of clients and providers
- Collaborate with the team to develop tailored proposals that meet client needs
- Process rebalancing, fund switches, contributions, and withdrawals
- Carry out general admin and compliance for both new and existing business
- Support the training and development of other coworkers
- Manage and maintain client database
- Ensure accurate client records, valuations, and reports
Requirements:
- Financial Services experience is essential
- Proficiency in Intelligent Office is required
- Exceptional organisational, time management, and customer service skills
- Ability to meet tight deadlines and adapt to evolving business needs
- Strong interpersonal, teamwork, and communication skills
- Prior experience using various platforms such as abrdn Wrap, Quilter, Royal London
About Us:
Harper Recruitment Group is a leading recruitment agency specialising in Financial Services. We are committed to providing exceptional service to our clients and candidates.
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