Senior Administrative Support Specialist
21 hours ago
Administrative Assistant Wanted
Artemis Recruitment Consultants Ltd is looking for a skilled Financial Administrator to support their expanding team. As a key member of the team, you will contribute to the success of the company by providing exceptional administrative support.
About the Job
- Managing client information on Salesforce
- Creating client meeting packs and sign-up forms
- Assisting with the preparation of annual review packs for advisors
- Handling post, phone enquiries, and emails in a professional manner
- Liaising with clients, third parties, and advisers via email and telephone
- Reviewing pension or investment information for compliance purposes
- Completing suitability letter reports
- Compiling cash flow forecasting reports for client meetings
- Collaborating with the paraplanning team on technical queries
- Supporting advisers in preparing for client meetings
What We're Looking For
- Previous experience in administration, preferably within a Financial Services firm
- Strong attention to detail and proofreading skills
- Intermediate level Microsoft Suite – Outlook, Office, Word, and Excel
- Excellent communication and organizational skills
- A driven individual focused on delivering exceptional client service
About the Location
The role is based near Leicester, with easy access to public transportation links. This location offers a great balance between work and personal life.
About the Salary
The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.
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