Administrative Support Specialist
1 day ago
Role Overview
The Financial Services Administrator plays a crucial role in supporting the financial advisors' team at Independent Resourcing Consultancy Ltd. This individual will be responsible for providing administrative assistance, including scheduling meetings, preparing documents, and managing correspondence.
Key Responsibilities:
- Scheduling meetings and appointments.
- Preparing and organizing documents and reports.
- Managing client correspondence and communication.
Data Management:
- Maintaining and updating client databases and records.
- Ensuring data integrity and confidentiality.
Compliance and Procedures:
- Assisting in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
Requirements:
- Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
- Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.
Compensation:
The estimated salary for this position is $60,000-$75,000 per year, depending on experience. Benefits include health insurance, retirement plans, and opportunities for professional growth.
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