JOB DESCRIPTION

An opportunity has arisen for an experienced senior administrator to deliver operational support to our growing practice. We are a well established Wealth Management company, providing financial services to both private and corporate clients.

• Provide high level technical administrative support to the Partner / Practice Manager & Advisors.
• Liaise with paraplanners to ensure the delivery of all business case processing.
• Support and respond to incoming calls from clients and third parties, ensuring they are dealt with in a timely manner.
• Responsibility for ensuring the practice operations are recorded and monitored daily and distributed to the admin team effectively;
• Preparation of all documentation ahead of meetings.
• Completing follow up client correspondence after meetings and all associated tasks.
• Update and input client information onto internal CRM systems.
• Liaise with Head Office / admin centres and third parties as required to ensure a high level of client servicing at all times.
• Attend forums and workshops as appropriate for personal development.