Financial Administrator Assistant
5 days ago
Job Title: Financial Administrator Assistant
Company Overview:
Rapid Recruitment Services is a leading provider of recruitment services. We specialize in finding the best candidates for our clients and ensuring a seamless hiring process.
Salary:$50,000 - $65,000 per year
Job Description:
We are seeking an experienced Financial Administrator to join our team as a Client Support Specialist. In this role, you will be responsible for providing administrative support to our wealth management team.
Key Responsibilities:
- Client Service:
- Respond to client inquiries in a timely and professional manner.
- Manage client records and ensure all information is up-to-date.
- Prepare meeting packs and coordinate with team members to ensure smooth operations.
- Contact providers to obtain valuations and manage related calculations.
- Business Processing:
- Update client records and CFR systems with accurate information.
- Process transactions and manage follow-up communications.
- Coordinate with team members to ensure efficient administration processes.
- Team Collaboration:
- Regularly update WIP meetings to ensure business processing aligns with service standards.
- Participate in daily team sessions to coordinate tasks and priorities.
Required Skills and Qualifications:
To succeed in this role, you must have excellent organizational skills, attention to detail, and strong communication abilities.
Benefits:
This role offers a competitive salary, opportunities for growth and development, and a dynamic work environment.
Others:
If you are looking for a challenging and rewarding role, we encourage you to apply.
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