Are you looking for an opportunity to develop your professional skills?
This Administrator position is a great opportunity to get your foot in the door of a growing financial planning and wealth management practice! You’ll be providing administrative support to the team and working closely with the Client Services Operations Manager to ensure the delivery of excellent client service.
Full training will be provided but the successful candidate will need to be proactive and organised. You’ll be learning technical processes so attention to detail is a must!
Key duties and responsibilities:
- Acting as main point of contact for clients and delivering excellent service
- Completing duties in line with business processes and procedures
- Managing back-office systems and client records
- Identifying risks and breaches
- Assisting in developing processes and procedures
- Working with the team to meet client expectations and business standards
Due to the nature of this role, you’ll need to be eager to learn with an interest in working within professional services. Previous administration or customer service experience would be advantageous. Strong communication and organisation skills are essential.
If this role is of interest, then please get in touch to discuss further or apply today!