Executive Support/Financial Services Administrator
| Posting date: | 21 November 2024 |
|---|---|
| Salary: | £30,000 to £35,000 per year |
| Additional salary information: | Dependant on experience |
| Hours: | Full time |
| Closing date: | 21 December 2024 |
| Location: | Westerham, Kent, TN16 1DJ |
| Company: | New Appointments Group Ltd |
| Job type: | Permanent |
| Job reference: | 48046_1732199058 |
Summary
We are seeking a tenacious and resilient Executive Support Administrator to provide high-level PA support to the Operations Director and administration support to the financial advisors. This is a hybrid role within a financial services firm based in Westerham.
If you thrive in a fast-paced environment, are highly organised with strong administrations skills and have experience in working within financial services; this is a fantastic opportunity to develop your career.
Key Responsibilities
- Provide PA support to the Operations Director, managing their diary and client appointments.
- Manage the Partner's inbox, including emails, delegated tasks, and deadlines.
- Deliver administrative support to the financial advisors.
- Manage client queries with effective communication and a professional approach.
- Prepare and maintain client files, ensuring compliance documentation is accurate and complete.
- Process applications with precision and oversee their timely completion with third parties.
Special Requirements
- Strong level of financial administration skills and experience within the financial services sector is essential.
- Knowledge of pensions and financial services.
- Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
- Experience with client management systems such as Salesforce is desirable.
- Strong written and verbal communication skills with the ability to interact with high-level clients and building strong relationships.
- Exceptional organisational skills with a keen eye for detail.
- Ability to handle multiple tasks, manage time effectively, and remain calm under pressure.
Benefits
- Salary: £30,000 to £35,000 dependant on experience, with discretionary bonus (up to 12% of basic salary).
- Hours: Monday to Friday, 9:00 AM - 5:00 PM (one hour paid lunch) Hybrid role.
- 22 days holiday, plus additional days for your birthday, Christmas shopping and office closure during Christmas and New Year. Regular company lunches and Christmas lunch.
- Free on-site parking.
- Nest pension scheme.
- Private medical cover starting from day one.
- Regular company lunches, including an annual Christmas lunch.
Please submit your CV (in Word) and email to Mandy: m.potton@newappointmentsgroup.co.uk
New Appointments Group, Expertly Matching Employers and Jobseekers since 1975. Committed to diversity, equality and opportunity for all.
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