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Administrative Assistant
2 months ago
Satis Wealth Management is a leading financial services company, committed to providing exceptional client service and expertise. We are seeking a highly organized and detail-oriented Client Service Administration Assistant to join our team.
Key Responsibilities- Client Data Management: Maintain and update client records in our CRM system, ensuring accurate and up-to-date information.
- Document Management: File and manage client documents in our Virtual Cabinet system, ensuring easy access and retrieval.
- Communication: Issue and track documents via our Satis Wealth portal, and respond to client queries in a timely and professional manner.
- Administrative Support: Provide administrative support to the Client Service team, including typing, meeting notes, and diary management.
- Reporting: Assist with the production and distribution of quarterly valuations, and provide proofreading services to ensure accuracy and quality.
- Ad Hoc Tasks: Perform ad hoc tasks as required by the Client Service team and company projects.
- Xplan and VC Training: Receive training on Xplan and Virtual Cabinet systems, both internal and external.
- Proofreading: Develop proofreading skills to ensure accuracy and quality in reports and documents.
- Administrative Skills: Receive training in administrative skills, including Word and Excel, to support the Client Service team.
- Financial Services Training: Participate in ongoing general financial services training to develop knowledge and skills.
- Client Meetings: Attend client meetings to take minutes and follow up on action points.
- Report Production: Produce annual review reports and meeting notes.
- Advice File Management: Compile advice files, ensuring all required documents are held on file.
- Product Research: Conduct research on financial products with product providers.
- Regulated Diploma: Undertake the Regulated Diploma in Financial Services.
- Teamwork: Ability to work as part of a team and be flexible in working practice.
- IT Skills: Strong IT skills, including Excel and Word.
- Working Hours: Full-time hours of work: 9.00 am - 5.00 pm, Monday to Friday, with 1 hour for lunch each day.
- Location: Role will be office-based, 5 days per week.
- Remuneration: Remuneration will be dependent on experience, circa £24-28k.
- Benefits: The package will include:
- Death in Service Scheme: 4 x salary.
- Pension Scheme: Auto Enrolment Pension Scheme (Employer: 5%; Employee: 3%) subject to eligibility.
- Annual Bonus: Annual Christmas Bonus equivalent to 1 week's salary.
- Private Medical Insurance: Private Medical Insurance following completion of a 3-month probationary period (this is a taxable benefit).
- Group Income Protection Scheme: Group Income Protection Scheme (non-contributory) following completion of a 3-month probationary period.
- Annual Leave: Annual Leave will be 23 days per annum, 3 days are normally taken at Christmas/New Year.