Job Description

You will be tasked with superb levels of support to Clients and the team within the office.
You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given and there is scope within this role to progress and develop your knowledge if desirable.
You will be primarily involved with multiple admin activities; you will also manage and collate company data and act as a primary responder for the phone system.
Specifically your role with involve:

• Meeting and greeting
• Answering and directing phone calls
• Dealing with Client queries
• Managing the database of clients
• Diary management for Financial Planner
• Correspondence for clients and providers
• Processing new business and business flow management
• Business submission of various investment types

Required Knowledge, Skills, and Abilities

Financial Services experience is useful but not essential. Proven work experience as an Administrator or within an office support role. Excellent customer service and the ability to build rapport and manage client relationships. Strong attention to detail and be able to problem solve and think on your feet. Good time management and planning skills. Strong working knowledge of Excel, Word and other Microsoft Office Programs. It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.