IFA Support Admin-Colchester

Coast Specialist Recruitment
16 Feb 2017
16 Mar 2017
Contract Type
Full Time

Financial Services Administrator/Personal Assistant

Our client is an expanding Colchester based Wealth Manager who are currently recruiting for a full-time PA to provide support to a portfolio of Financial Advisers. You will be one of a team of PA's working closely with a number of clients to meet all of their administrative needs. Experience in the Financial Sector would be advantageous but not essential, as training will be given.

The role will include:

  • Appointment Making/telephone calls to clients, prospects and third parties
  • Diary Management
  • Email Management
  • Contact and database management
  • Task Management for client and PA.
  • Liaising with Fund providers to chase for client financial information
  • Transcribing dictation
  • Uploading meeting notes onto client CRM system or emailing to client (whichever is appropriate)
  • Address actions arising from dictation
  • The successful candidate will have the following skills:
  • Conscientious and detail orientated.
  • Excellent interpersonal skills.
  • Good time management skills.
  • Ability to use initiative and look for alternative solutions.
  • Efficient typing skills.
  • Computer literate with the ability to use all standard Microsoft products Word, Excel, Powerpoint, Outlook to a good standard