Administrative Assistant
4 days ago
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team in Penarth.
About the RoleThis is an exciting opportunity for someone with a strong interest in the financial services sector to begin their career or make a career change. You will work closely with senior paraplanners and financial advisers to support existing clients and assist in the process of taking on new clients.
Key Responsibilities- Provide exceptional aftercare to all existing clients;
- Support advisers with information requests as needed;
- Organize and manage campaigns throughout the year to ensure relevant allowances are used;
- Assist with top-ups, transfers, and withdrawals;
- Manage client annual review process;
- Send quarterly valuation reports to all clients;
- Input and update client information into the CRM system;
- Generate reports to monitor company performance;
- Develop CRM processes to improve overall efficiency;
- Utilize mail merges to contact clients for unused allowances and annual review reminders;
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams;
- Internal and external file checks; submit files to review from advisers to compliance desk and go through comments with them; review previous files to ensure all required documents are present;
- Stay up-to-date with industry regulations using our compliance help desk;
A degree-level education or equivalent experience working in an office environment is essential. We require individuals with:
- Excellent written communication skills;
- Engaging and professional telephone manner;
- Strong time management and multitasking abilities;
- A systematic approach to tasks;
- Advanced IT literacy, including Microsoft Word and Excel proficiency;
- A hardworking and positive attitude;
- Good teamwork skills;
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