Financial Administrator
4 weeks ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will provide exceptional support to our clients and colleagues, ensuring a first-class service is delivered at all times.
Your primary responsibilities will include:
- Providing administrative support to our financial planning team, including client correspondence, data entry, and record-keeping.
- Assisting with the production of business correspondence, reports, and presentations.
- Ensuring accurate and timely completion of tasks, meeting deadlines and maintaining high levels of productivity.
- Developing and maintaining strong relationships with clients, colleagues, and external partners.
In return for your hard work and dedication, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
Requirements:
- Proven experience in a financial administration role, preferably in a wealth management or financial planning environment.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Highly organized and efficient, with a strong attention to detail and ability to prioritize tasks effectively.
- Proficient in Microsoft Office, including Word, Excel, and Outlook.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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