A dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team.
As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include:
Preparing Documentation for Adviser Meetings
Maintenance of Records on Back-Office System
Tasking All Post Received
Processing New Business Applications
Corresponding with Both Insurers/Platforms and Clients
Ongoing Maintenance of Client Portfolios:
To be considered:
Maths and English GCSE Pass: Strong attention to detail and accuracy.
Proficiency in Microsoft Word, Excel, and Outlook: Ability to create and edit documents, spreadsheets, and emails.
Experience in Administration at a Financial Adviser: Familiarity with financial services processes.
Experience Using Intelligent Office (Desirable): While not essential, experience with this software would be advantageous.