Administrative Support Specialist, Financial Services
1 week ago
Independent Resourcing Consultancy Ltd is seeking a detail-oriented and efficient Financial Services Administrator to join their team. This exciting opportunity offers the chance to support the delivery of outstanding client service in a distinguished private wealth advisory firm.
Key Responsibilities:- Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
- Handle the preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.
- Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.
- Maintain and update client databases and records, ensuring data integrity and confidentiality.
- Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
- Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
- Education: A relevant degree or certification in administration, finance, or a related field is preferred.
- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
- Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.
- A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.
This role requires a strong attention to detail and excellent organisational skills. The ideal candidate will be able to work collaboratively within a team environment and contribute positively to the company culture. In return, Independent Resourcing Consultancy Ltd offers a competitive salary and a supportive working environment.
The estimated salary for this position is £30,000 - £35,000 per annum, depending on experience. If you have the necessary skills and qualifications, we invite you to apply for this opportunity to become a valued member of our team.
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