About the role
Title: Admin Manager Type: Permanent Hours: Full Time (Monday Friday) Salary: £35,000
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
- £40,000 Details: Our client is looking to appoint an experienced Financial Services Professional to oversee a small team in providing varied and comprehensive administration support to the business.
Duties include: Overseeing a small team ensuring provision of varied administrative support to a team of Financial Advisors and the firms clients.
Oversee the day to day management of clients.
Answer telephone enquiries in a polite and respectful manner.
Ensure all administration incorporates efficient recording and checking of client records.
Follow email instructions from clients.
Ensuring that client data is up to date and that adequate records are maintained.
Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
Attend company presentations/meetings.
Calculation of fee invoices to send with the client valuations.
Administration of Money Laundering documentation.
Use of MS office daily.
Assist with written communication to clients and other external contacts.
Scanning and Filing.
Compilation of reports and performance figures, provide analysis and check for accuracy.
Providing accurate valuations ahead of client meetings.
Ensure compliance with data regulations and industry specific legislation and guidelines.
Educational/Experience Requirements: An understanding and knowledge of the financial services sector.
Excellent IT Skills including MS Office.
Able to ensure that strict procedures are adhered to and that at all times.
Willingness to undertake continual professional development.
Personal Specification and Competencies: Interpersonal and communication skills.
Ability to work effectively as part of a team.
IT/Organisational skills.
Attention to detail and self-discipline.
Ability to assess information. xwzovoh
Resilient and able to work in a fast paced, pressurised environment.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
- £40,000 Details: Our client is looking to appoint an experienced Financial Services Professional to oversee a small team in providing varied and comprehensive administration support to the business.
Duties include: Overseeing a small team ensuring provision of varied administrative support to a team of Financial Advisors and the firms clients.
Oversee the day to day management of clients.
Answer telephone enquiries in a polite and respectful manner.
Ensure all administration incorporates efficient recording and checking of client records.
Follow email instructions from clients.
Ensuring that client data is up to date and that adequate records are maintained.
Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
Attend company presentations/meetings.
Calculation of fee invoices to send with the client valuations.
Administration of Money Laundering documentation.
Use of MS office daily.
Assist with written communication to clients and other external contacts.
Scanning and Filing.
Compilation of reports and performance figures, provide analysis and check for accuracy.
Providing accurate valuations ahead of client meetings.
Ensure compliance with data regulations and industry specific legislation and guidelines.
Educational/Experience Requirements: An understanding and knowledge of the financial services sector.
Excellent IT Skills including MS Office.
Able to ensure that strict procedures are adhered to and that at all times.
Willingness to undertake continual professional development.
Personal Specification and Competencies: Interpersonal and communication skills.
Ability to work effectively as part of a team.
IT/Organisational skills.
Attention to detail and self-discipline.
Ability to assess information. xwzovoh
Resilient and able to work in a fast paced, pressurised environment.
About this listing
Screened by Joboru
This role passed our automated spam and quality filters and was active in our feed when last checked. Joboru is an aggregator — here is how we screen listings. If anything looks off, tell us.
Similar jobs you may like
Online Hub Assistant
1 day agoCats Protection
School Administrator
1 day agoTradewind Recruitment
Technical Waste Administrator Chemistry graduate
1 day agoForward Waste Management Ltd
Business Operations Administrator - Marine, Southampton UK
1 day agoRINA
Sales Data Admin Coordinator
1 day agoDELICE DE FRANCE LIMITED
Contract Delivery Officer
1 day agoGreat Places Housing Association
Accounts and Administration Manager
1 day agoBrook Street UK
Executive Search Associate - Finance Sector
1 day agoRule Recruitment
Office Administrator (Payroll/Bookkeeping)
1 day agoErnest Gordon Recruitment