Description
Our client is seeking a part-time Financial Services Administrator to join their team in an office-based role. This is a fantastic opportunity for an organised and detail-oriented professional looking to contribute to a dynamic environment. Full internal training will be provided.
Key Responsibilities:
* Acting as the first point of contact for telephone enquiries.
* Handling client queries via letter, email, and telephone.
* Ensuring compliance by maintaining client files and processing new business.
* Liaising with product providers and investment platforms.
* Coordinating with clients for AML checks and pre-review requirements.
* Processing portfolio fund switches, client withdrawals, and new investments.
* Conducting client portfolio reviews, requiring proficiency in Excel and Word.
* Preparing illustrations and supporting documentation for new business.
* Inputting new client details into the back-office system and updating existing records.
* Printing client recommendation reports.
* Managing invoicing and settlement of fees.
* Maintaining records and managing archived client files.
* Ordering stationery and office supplies.
* Printing and document preparation.
Experience and Skills Requirements:
* Strong administrative skills with excellent attention to detail.
* The ability to prioritise tasks and manage time effectively.
* A high level of personal integrity and professionalism.
* Good written and verbal communication skills.
* Strong numeracy skills.
* Proficiency in Microsoft Office, including Outlook, Word, Excel, and Teams.
* A team-oriented approach with a proactive mindset.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
