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Financial Services Administrator
2 months ago
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 the administration of client Letters of Authority (LoAs), including gathering signed client LoAs and liaising with LoA management services.
- Ensure compliance with regulatory requirements and maintain accurate and up-to-date records of client interactions.
- Provide exceptional customer service to clients, responding to queries and resolving issues in a timely and professional manner.
- Previous administrative experience, preferably 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 build strong relationships with clients and colleagues.
- Highly computer literate, with proficiency in Microsoft Office and other relevant software applications.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- 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 reputable and established financial services business.
