Administrative Assistant
1 month ago
We are seeking an experienced Administrator to join our team in Woking, supporting the Advisers and Para-planners in various non-advisory tasks.
Key Responsibilities:- Send out Advice letters and collate necessary enclosures.
- Liaise with clients through secure messaging system, email, or telephone to address their queries.
- Handle allocated post.
- Process new clients in accordance with procedures.
- Work with Advisers and Admin Team to meet deadlines and service level agreements.
- Process trade deals daily across multiple platforms.
- Track Letters of Authority and product information requests.
- Monitor and action assigned activities within set time frames.
- Maintain accurate and updated client information on internal systems.
- Enter client information on appropriate platforms.
- Conduct client reviews and pass them to the Adviser for checking before sending to the client.
- Open, scan, and allocate incoming post.
- Frank and post outgoing mail, including Special Delivery items.
- Process received forms promptly and update client database.
- Handle inbound calls and redirect or take messages as required.
- Maintain client file documents in compliance with regulations.
- Assist with marketing administration when necessary.
- Update online database with client data and valuation feeds.
- Undertake any other administrative tasks following established procedures.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
- Approachable and professional manner.
- Strong communication skills.
- Ability to prioritise tasks and work efficiently.
- Minimum of 2 years' relevant experience in administrative roles within the financial services sector.
- Experience using CRM software.
- Knowledge of IFA office procedures and compliance (Desirable).
- Degree level of education.
- Willingness to pursue further education or training, such as Diploma in Financial Planning.
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Woking, Surrey, United Kingdom ISBA Enterprises Limited Full timeJob Title: Administrator / Reception AssistantWe are seeking a highly organized and efficient Administrator / Reception Assistant to provide exceptional support to our team at Ripley Court School.Key Responsibilities:Provide a first-class reception service to all visitors and callers to the school.Offer effective administrative support to the team, including...
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Administrative Assistant
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Woking, Surrey, United Kingdom ISBA Enterprises Limited Full timeJob Title: Administrator / Reception AssistantWe are seeking a highly organized and efficient Administrator / Reception Assistant to provide exceptional support to our team at Ripley Court School. The successful candidate will be responsible for delivering a first-class reception service to all visitors and callers, as well as providing effective...
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Woking, Surrey, United Kingdom ISBA Enterprises Limited Full timeJob Title: Administrator / Reception AssistantWe are seeking a highly organized and efficient Administrator / Reception Assistant to provide exceptional support to our team at Ripley Court School. The successful candidate will be responsible for delivering a first-class reception service to all visitors and callers, as well as providing effective...
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Woking, Surrey, United Kingdom ISBA Enterprises Limited Full timeJob Title: Administrator / Reception AssistantWe are seeking a highly organized and efficient Administrator / Reception Assistant to provide exceptional support to our team at Ripley Court School.Key Responsibilities:Provide a first-class reception service to all visitors and callers to the school.Offer effective administrative support to the team.Work...
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