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Office Administrator

Jan Hughes Executive Search
Job LocationPenarth
EducationNot Mentioned
Salary£28,000 - £30,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time or part-time

Job Description

We are seeking a highly organised and meticulous individual to join the team as Administrator. You will play a crucial role in supporting the team of financial advisers by managing administrative tasks, ensuring operations run smoothly, and providing exceptionalcustomer service to clients. This position requires an initiative-taking and efficient individual.The team is very friendly and well established and many have worked for the business for a number of years. As a result of retirement, a rare opportunity has arisen for an Administrator, on either a part- or full-time basis (ideally 3-4 days per week).Administrator Responsibilities:Client Services:

  • Act as a primary point of contact for clients, addressing inquiries and providing excellent customer service.
  • Assist in the on boarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
  • Coordinate client meetings and manage appointment schedules for financial advisers.
Administrative Support:
  • Prepare and process client account paperwork, including account opening, transfers, and other administrative tasks.
  • Maintain accurate and up-to-date client records in compliance with regulatory requirements.
  • Manage general administrative duties, such as filing, scanning, and data entry.
Communication:
  • Facilitate communication between financial advisers, clients, and internally
  • Prepare and distribute reports, correspondences, and other relevant documents as needed.
Compliance:
  • Ensure adherence to industry regulations and company policies.
  • Assist in the preparation of compliance-related documentation and reports.
Technology and Systems:
  • Utilise and navigate various software tools and systems to manage client information and administrative processes efficiently.
  • Stay updated on industry-specific technology and tools, making recommendations for improvements when necessary.
Team Collaboration:
  • Collaborate with financial advisers to provide seamless support and contribute to the overall success of the team.
  • Work closely with other administrative staff to streamline processes and enhance operational efficiency.
Experience and Attributes Required:
  • Previous experience in a similar administrative role, ideally within the financial services or independent advisory sector.
  • Strong organisational skills with good attention to detail
  • Excellent communication and people skills.
  • Proficient in using Microsoft Office Suite and other relevant software applications.
  • Ability to multi-task and prioritise tasks in a busy work environment.
This is a great opportunity to work flexible hours and is easily commutable from Bridgend / Cardiff / Caerphilly. Offices near Penarth Train Station.Interested Please submit your resume highlighting your relevant experience.

Keyskills :
AdministrativeFinancial ServicesGeneral AdministrationAdministrative ProcessesAdministration

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