Address
Form of work
SalaryA dynamic and growing financial services firm committed to providing exceptional service to their clients are hiring in Manchester. As they continue to expand, the team are seeking a dedicated Administrative Assistant to join the team.
As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include:
Preparing Documentation for Adviser Meetings
Maintenance of Records on Back-Office System
Tasking All Post Received
Processing New Business Applications
Corresponding with Both Insurers/Platforms and Clients
Ongoing Maintenance of Client Portfolios:
To be considered:
Maths and English GCSE Pass: Strong attention to detail and accuracy.
Proficiency in Microsoft Word, Excel, and Outlook: Ability to create and edit documents, spreadsheets, and emails.
Experience in Administration at a Financial Adviser: Familiarity with financial services processes.
Experience Using Intelligent Office (Desirable): While not essential, experience with this software would be advantageous.
