Are you a highly organised and motivated professional with experience in financial services?
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients. With a focus on pensions and employee benefits, your expertise will be invaluable in ensuring smooth operations and client satisfaction.
Key Responsibilities:
Client Data Management: Accurately input and update client personal details and policy information into the Intelliflo system.
Advisor Support: Prepare and organize necessary paperwork for client meetings, ensuring all relevant information is readily available.
New Business Coordination: Liaise with advisors, product providers, and third parties to ensure smooth processing of new business applications.
Documentation Preparation: Prepare valuations, performance reports, and other necessary documents for client review meetings.
Client Services: Greet and assist clients, handle incoming calls, and provide general administrative support.
Administrative Tasks: Perform general administrative duties, including scanning, photocopying, filing, and maintaining a tidy workspace.
Compliance Adherence: Ensure that all firm procedures and compliance requirements are strictly followed.
Project Assistance: Contribute to ad-hoc projects as needed, supporting the team in achieving project goals.
The successful candidate will have:
- At least 1 years' previous experience within a similar role
- Strong administration and communication skills.
- Financial Services Background - exams preferred.
- High level of attention to detail.
- Excellent time management skills.
- Ability to manage your own workload.
- Flexible and positive attitude.
- Strong IT skills.
- Be able to work on your own or as part of a team.
Benefits:
- 28 Days Holiday Inc. Bank Holidays
- Company Pension
- Free Parking
- Company Events
Despite our best efforts it is not always possible to respond to every application individually due to the high volume of responses we receive on each vacancy. Only candidates who are short listed will be contacted for this particular role and if you have not heard from us within 7 days please assume that you have not been successful. However, we will keep your details on our database, and will contact you when other suitable positions become available.