Experienced Financial Administrator
2 weeks ago
Our client, a leading financial services firm, is seeking a highly organized and detail-oriented Financial Administrator to join their team in Burgess Hill. The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring seamless communication between clients and colleagues, and maintaining accurate records of all interactions.
Key Responsibilities:
- Manage client relationships and maintain accurate records of all interactions
- Assist financial planners in preparing financial reports and presentations
- Conduct research and gather information to support financial planning decisions
- Develop and maintain knowledge of financial products and services
- Provide administrative support to the financial planning team, including scheduling appointments and managing calendars
- Ensure compliance with regulatory requirements and company policies
About the Role:
This is an excellent opportunity for a motivated and organized individual to join a dynamic team and contribute to the success of our client's financial services business. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.
Requirements:
- Relevant administrative experience in a financial services environment
- Excellent communication and interpersonal skills
- Ability to work effectively in a fast-paced environment
- Strong organizational and time management skills
- Proficiency in Microsoft Office and other relevant software
What We Offer:
Our client offers a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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