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Financial Services Administrator
2 months ago
IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.
Key Responsibilities:- Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and documentation.
- Assist with report writing, valuations, quotations, and system updates to ensure smooth operations.
- Communicate effectively with clients via phone and in-person, providing exceptional customer service.
- Research and create accurate, professional reports for clients under supervision.
- Excellent communication and organizational skills.
- Previous administration experience, preferably in a professional office setting.
- Experience in report writing and financial services, specifically wealth management.
IDEX Consulting is a leading provider of financial services, dedicated to delivering exceptional results to our clients.
