Financial ServicesAccount AdministrationAbout Our Client
The company is a well-established organisation within the financial services industry, known for its commitment to providing expert advice and tailored solutions. As a small-sized firm, it offers a close-knit working environment and a focus on delivering exceptional client service.
Job Description
Provide administrative support to financial advisers, ensuring all documentation is accurate and up to date.Prepare client reports, letters, and other correspondence in a timely manner.Maintain and update client records on internal systems.Assist with the preparation and submission of client applications and forms.Coordinate and schedule client appointments and manage adviser diaries.Respond to client queries and provide general support as required.Ensure compliance with industry regulations and company policies.