Administrative Assistant

3 days ago


Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Administrative Assistant - Financial Services to join their team. This role will provide administrative support to the financial services firm based in Wolverhampton.

">Job Description:
  • Making appointments for clients and confirming them via phone calls, sending pre-meeting information as required
  • Logging client calls on Salesforce and ensuring updates to client contact information are captured
  • Preparing meeting packs, generating reports, and gathering necessary documents for advisors
  • Inputting CFR documentation onto Salesforce and maintaining compliance with GDPR and FCA protocols

Key Responsibilities:

  • Generating correspondence to clients, including Post Review Letters
  • Liaising with external providers and companies to chase information requests
  • Processing fund switches and rebalances, withdrawals, and preparing business submission documents
  • Prioritizing workload and managing own learning and development, attending relevant training sessions

Requirements:

  • A degree-level education or previous experience in an office environment to a high standard
  • Excellent written communication skills, professional telephone manner, and IT literacy

Estimated Salary: £23k - £27k per annum



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