Team Administrator
Exciting opportunity for a Team 1 Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful Team Administrator:
* Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
* To independently manage daily tasks and workload in an efficient manner, working within company turnaround times.
* To answer the telephone in a professional manner, dealing with calls where possible, or if not, directing calls as appropriate to other staff.
* To pick up post from SharePoint and distribute to relevant staff members. Frank and prepare post at end of day and take to Post Office when required.
* To deal with administrative tasks such as change of addresses and personal information.
* To set up and maintain accurate client records using the back-office systems keeping full and accurate up to date notes regarding progress on individual client tasks, actions required, and progress made.
* To input client meeting notes and data from ...