Financial Services Administrator
24 hours ago
We are seeking a highly organized and detail-oriented Administrator/Paraplanner to support our Financial Advisers in delivering exceptional client service. As a key member of our team, you will be responsible for managing diaries, preparing and attending meetings, and processing business for our clients.
Key responsibilities include:
- Managing diaries and scheduling meetings
- Preparing and attending meetings with clients and providers
- Processing business for clients, including submitting applications and updating records
- Providing administrative support to our Financial Advisers, including responding to queries and preparing reports
- Assisting with the preparation of suitability reports and other documentation
Requirements:
- Previous experience in an administrative role, preferably in a financial services environment
- Excellent organizational and time management skills, with the ability to prioritize tasks effectively
- Strong communication and interpersonal skills, with the ability to build professional relationships with clients and colleagues
- Proficiency in Microsoft Office, including Word, Excel, and Outlook
- Ability to work accurately and efficiently, with a high level of attention to detail
Benefits:
- Competitive salary and benefits package
- Opportunities for professional development and growth
- Collaborative and supportive team environment
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