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:
1. Acting as the first point of contact for telephone enquiries.
2. Handling client queries via letter, email, and telephone.
3. Ensuring compliance by maintaining client files and processing new business.
4. Liaising with product providers and investment platforms.
5. Coordinating with clients for AML checks and pre-review requirements.
6. Processing portfolio fund switches, client withdrawals, and new investments.
7. Conducting client portfolio reviews, requiring proficiency in Excel and Word.
8. Preparing illustrations and supporting documentation for new business.
9. Inputting new client details into the back-office system and updating existing records.
10. Printing client recommendation reports.
11. Managing invoicing and settlement of fees.
12. Maintaining records and managing archived client files.
13. Ordering stationery and office supplies.
14. Printing and document preparation.
Experience and Skills Requirements:
1. Strong administrative skills with excellent attention to detail.
2. The ability to prioritise tasks and manage time effectively.
3. A high level of personal integrity and professionalism.
4. Good written and verbal communication skills.
5. Strong numeracy skills.
6. Proficiency in Microsoft Office, including Outlook, Word, Excel, and Teams.
7. 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.
#J-18808-Ljbffr