Client Support Administrator
Description We are looking for a dedicated Client Support Administrator to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you ll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients. What you''ll do Support Financial Planners with the organisation of client meetings, both online and in-person. Act as the first point of contact for clients on all administrative matters. Complete and submit applications, keeping data current on our Enable CRM system. Communicate consistently with clients and providers throughout all processing activities. Conduct electronic AML (Anti-Money Laundering) checks. Oversee documentation for new business and asset transfers, ensuring full compliance and uploading relevant documents to Enable. Gather key information and collate client data and product details for analysis and reports. Prepare documents for electronic signature via Adobe Sign and respond promptly to all client/provider enquiries. Support additional administrative and team objectives as required. The knowledge, experience and qualifications you need Experience working collaboratively within a team and building effective relationships. Initiative and the ability to operate effectively both independently and as part of a team. Strong attention to detail and the ability to multi-task in a fast-paced, deadline-driven environment. Proficie
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!