Financial Services Administrator
7 days ago
We are seeking an experienced Administrative Support for our Financial Advisers team. As an Administrative Assistant, you will be responsible for providing high-quality administrative support to our Financial Advisers, ensuring the smooth operation of our office.
Key Responsibilities:
- Provide administrative support to Financial Advisers, including formatting and preparing documents, uploading client data, and maintaining back-office systems.
- Assist in the preparation of annual review packs for clients, ensuring accuracy and attention to detail.
- Ensure compliance with regulations and maintain accurate records.
- Work in a hybrid environment, with 2 days in the office and flexible working arrangements.
Requirements:
- Previous experience in an administrative role, preferably in a financial services environment.
- Excellent communication and organizational skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proficiency in Microsoft Office and ability to learn new software systems.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for professional development and career progression.
- A supportive and collaborative team environment.
If you are a motivated and organized individual with a passion for administrative support, we would love to hear from you.
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