Client Administrator - Sheffield, United Kingdom - Tate
Description
Permanent
Up to £28,000 - dependant on experience
Monday - Friday - 35 hours per week
Based in Sheffield - hybrid
Tate are working with a large wealth management company to help recruit for Client Administrators to join their team on a permanent basis.
The company is growing at a fast pace, so this is a great opportunity to forge a career in a successful organisation.
This is a supportive role, working part of a busy team.You would be working alongside their team of experts and will often be the first-person advisors and/or clients will contact, so you need to be confident with handling different queries/challenges.
Duties include:
- Providing administration support to advisers and clients
- General office duties such as dealing with post, client mailings etc.
- Providing quality administration support, for example preparation of meeting packs
- Ensuring backoffice systems are up to date with the correct information
- Handling queries and requests
- Booking client meetings
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