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Business Administrator
2 weeks ago
Our client is looking for an experienced administrator to join their professional team. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. This role does offer excellent trainingand progression. **Main Duties** - Preparing client valuations - gathering details of client holdings and updating database accordingly. - As directed by team members, scanning documents to the correct location. - Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day. - Setup of client files for Admin Team. - Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client’s details change. - Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients. - Ensure that client review meetings and valuation are setup in the diary. - Sending out appointment confirmation letter, quarterly newsletter etc. - Inputting figures from providers statement into an excel spreadsheet. - Any other duties as directed by the Business manager and/or Directors. **Qualifications/Knowledge/Experience required** **Essential**: Proven administration experience in an office environment Confident computer skills Ability to communicate professional with clients Knowledge of Word and Excel **Desirable**: Support/customer services/administration in a financial services environment **Personal Attributes** Friendly Able to communicate well - both verbal and written Good organisational skills Be a good "team player" with the ability to work under their own initiative and manage priorities/deadlines Have "an eye for detail" Have a methodical, ordered and structured approach to tasks and working with numbers.
