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Financial Services Administrator
2 months ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Your Resourcing Partner Limited. As a key member of our administrative support team, you will play a vital role in ensuring the smooth operation of our financial services business.
Key Responsibilities- Provide administrative support to our financial advisers, ensuring the efficient and effective delivery of client services.
- Prepare and maintain accurate and up-to-date client records, including client files and documentation.
- Assist with the preparation of client meeting packs, including data analysis and financial reports.
- Manage client correspondence, including letters and emails, in a timely and professional manner.
- Maintain accurate and up-to-date records of client interactions, including meetings and phone calls.
- Provide administrative support for business development activities, including market research and competitor analysis.
- Assist with the preparation of business reports and presentations, including financial data and market trends.
- Previous administrative experience in a financial services environment.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Highly computer literate, with proficiency in Microsoft Office and other financial software applications.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Proactive and flexible approach, with the ability to adapt to changing priorities and deadlines.
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
- The opportunity to work with a leading financial services company.