Administrative Support Specialist
5 days ago
Click and Connect Online Limited is seeking a highly organized and detail-oriented Financial Services Administrator to provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.
Key Responsibilities- Administrative Support: Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
- Client Documentation: Handle the preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.
- Communication Management: Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.
- Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
- Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
- Coordination: Work closely with financial advisors and other team members to facilitate the delivery of client services and ensure seamless operations.
- Continuous Improvement: Identify opportunities for improving administrative processes and contribute to the implementation of more efficient procedures.
- Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
- Education: A relevant degree or certification in administration, finance, or a related field is preferred.
- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
- Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.
- Proactive Approach: A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.
- Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.
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