Administrative Support Specialist
2 days ago
Are you a detail-oriented and organized individual looking for a challenging role in a fast-paced environment? If so, we have an exciting opportunity for a Business Operations Assistant at Blakemore Recruitment.
The estimated salary for this position is £28,000-£32,000 per annum, depending on experience.
ResponsibilitiesThis role involves providing high-quality administrative support to our Financial Planning team, focusing on business operations and client satisfaction. Key duties include:
- Compliance Files: Scan documentation to file and refer to Compliance team, responsible for compliance file process, and Client Services Advice Team (CSAT) compliance file process.
- Client Data Management: Record submission progress in File Tracker, responsible for distributing and documenting client State Pension forecasts, and recording relevant emails and documents to client files.
- Provider Communication: Provide documentation to providers, for new or existing clients, to evidence KYC/AML verification, on request.
- Office Administration: Assist with daily tasks, such as printing meeting packs, and resending reminders to clients via Dynamic Planner.
- Cleansing of Files: Responsible for cleansing of hard copy files on an annual basis, ensuring all files are shredded or recorded as necessary.
We are looking for a motivated and proactive individual who can work effectively in a team environment and prioritize multiple tasks to meet deadlines.
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