My client is a highly regarded, expanding Wealth Management company who provide advice to clients throughout the UK. Due to their ongoing growth and exciting plans for the future, they are seeking an additional Administrator to join their talented team.
The successful candidate will have experience in a client facing environment together with previous secretarial and or administrative experience. You will be able to demonstrate the ability to effectively plan and organise your workload and work on your own initiative when required.
Responsibilities will include:
Attend training and to develop relevant knowledge and skills.
To oversee the general office management of the Preston office.
To deal with telephone/email/post enquiries.
Sorting and distributing incoming post and organising and sending outgoing post.
Create and maintain filing systems / client files.
Arrange meetings / book appointments.
Update and maintain the firm's records / registers, as required.
Update and maintain the firm's diary system.
Submitting new business.
Liaising with product providers, as and when required
Liaising with clients, and clients' representatives, as and when required.
Assisting advisers in the creation of client financial reports / letters.
Monitor fee payments from clients.
To attend staff meetings as and when required.
Maintain a computerised customer database.
Prepare various documents and electronic information.
Create financial reports using spreadsheets.
Prepare client portfolio reviews.
The successful candidate will possess strong verbal and written communication skills, will be accurate in their work and have a high level of attention to detail.
With good time management ability and capable of working to deadlines, this is a great opportunity to work for a highly successful and expanding team who offer a supportive working environment, development and progression.