Financial Administrator
4 weeks ago
We are seeking a highly skilled and motivated Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.
Key Responsibilities:
- Provide high-quality administrative support to our clients and colleagues, including responding to queries and resolving issues.
- Assist with the production of business correspondence, including letters and reports.
- Manage client records and ensure accurate and compliant data entry.
- Support the team with various administrative tasks, including data entry, filing, and photocopying.
- Develop and maintain strong relationships with clients and colleagues, providing exceptional customer service and support.
Requirements:
- Proven experience working in a financial planning firm or similar industry.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Highly organized and efficient, with the ability to prioritize tasks and manage multiple projects.
- Proficient in Microsoft Office and other relevant software packages.
- Ability to maintain confidentiality and handle sensitive information with discretion.
What We Offer:
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
- The chance to work with a leading financial services company.
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