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Administrative Assistant
2 months ago
About the Role
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Blakemore Recruitment. As an IFA Administrator, you will provide critical support to our Financial Advisers, ensuring seamless client interactions and efficient administrative processes.
Key Responsibilities
- Process client documentation and requests in a timely and accurate manner, adhering to compliance guidelines.
- Compile client meeting packs, including valuations, client agreements, and other relevant documents.
- Manage client policy records, updating information on Intelliflo Office as necessary.
- Prepare new business applications, following the company's standard operating procedures and compliance handbook.
- Respond to client inquiries, providing timely and accurate information.
- Maintain relationships with providers, ensuring a professional service.
- Deal with fee and commission queries from the Finance Department.
- Produce accurate client valuation schedules and input data into Intelliflo Office.
- Arrange for amendments to encashment and withdrawal requests, informing clients as necessary.
- Update Intelliflo Office client records with amendments.
- Manage time effectively, ensuring all work is processed efficiently.
- Operate and manage an effective diary within Intelliflo Office, planning activities and tasks.
- Provide cover for other Administrators in the team, as needed.
Requirements
- Computer literacy in Microsoft Office and other applications.
- Excellent communication skills, both written and verbal.
- Client-centric approach.
- Organized and highly motivated.
- Good levels of industry knowledge.
- Good attention to detail.
- Accurate data entry and record-keeping skills.
- Willingsness to study towards professional qualifications (desirable but not essential).
About Us
Blakemore Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates, and we are seeking a talented individual to join our team.
