Business Administrator - Northampton, United Kingdom - The Graduate

The Graduate
The Graduate
Verified Company
Northampton, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
Our client is looking for an experienced administrator to join their professional team. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. This role does offer excellent trainingand progression.


Main Duties

  • Preparing client valuations gathering details of client holdings and updating database accordingly.
  • As directed by team members, scanning documents to the correct location.
  • Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day.
  • Setup of client files for Admin Team.
  • Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client's details change.
  • Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients.
  • Ensure that client review meetings and valuation are setup in the diary.
  • Sending out appointment confirmation letter, quarterly newsletter etc.
  • Inputting figures from providers statement into an excel spreadsheet.
  • Any other duties as directed by the Business manager and/or Directors.

Qualifications/Knowledge/Experience required

Essential:

Proven administration experience in an office environment

Confident computer skills

Ability to communicate professional with clients

Knowledge of Word and Excel


Desirable:

Support/customer services/administration in a financial services environment


Personal Attributes
Friendly

Able to communicate well - both verbal and written

Good organisational skills

Be a good "team player" with the ability to work under their own initiative and manage priorities/deadlines

Have "an eye for detail"

Have a methodical, ordered and structured approach to tasks and working with numbers.
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