Administrative Support for Financial Services
1 week ago
We are seeking an organized and meticulous individual to join our team as a Financial Planning Administration professional. The successful candidate will have a passion for delivering exceptional customer service and a keen eye for detail.
About the Job:
This is an excellent opportunity for someone who wants to develop their skills and knowledge in financial planning administration. You will work closely with our financial planners, supporting them in delivering high-quality services to clients. Your responsibilities will include managing customer inquiries, recording annual review dates, and planning meetings. You will also process new business transactions, update client records, and maintain accurate documentation.
Key Tasks:
- Manage all incoming customer inquiries
- Record annual review dates and track progress
- Collaborate with financial planners to ensure seamless client service
- Process new business transactions and maintain records
Person Specification:
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