Administrative Support Specialist
3 weeks ago
We are seeking an experienced and skilled Administration Assistant to join our operations team at Cornmarket Group Financial Services. The ideal candidate will have a strong background in administration and customer service, with the ability to maintain accurate records and provide excellent support to our team of Independent Financial Planners and review team.
Key Responsibilities:
- Acknowledge, vet, and process new business applications for all products in a timely and accurate manner
- Check and respond to customer enquiry emails
- Prepare paperwork for client meetings, including compliance documentation
- Prepare draft suitability reports for life, pension, and investment options
- Liaise with investment companies and providers to obtain necessary information
- Maintain client data in Intelligent Office with high accuracy
- Perform ad hoc administrative tasks as required
- Provide professional, friendly, and compliant service to customers
- Comply with relevant risk control and regulatory requirements
Requirements:
- Excellent customer service experience, with the ability to work with customers in person and over the phone
- Administration and/or cash reconciliation experience, with a strong attention to detail
- Awareness of life, pension, and investment products, with a willingness to learn and develop
- Proficient in Microsoft Packages, with the ability to use Word, Excel, and Outlook effectively
- Strong self-organisation skills, with the ability to work collaboratively as part of a team
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