- Maintenance of MS teams folders & version control.
- Support with maintaining internal literature, documents, processes & procedures.
- Arranging meetings, taking minutes, and managing the team's diary.
- Maintaining records of confidential information on the company software and ensure files are well presented, accurate and logged correctly.
- Taking phone calls, enquiries, and requests, and handling them where appropriate
- Experience within a financial planning business would be beneficial
- Confident with IT and office software packages including Teams, Outlook, Word and Excel.
- Strong ability to identify sensitive, confidential data and able to maintain compliance with GDPR.
- Writing concise correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
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IFA Administrator - Glasgow, United Kingdom - Clayton Davies
Description
Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout.
Key Responsibilities:
Experience Required: