TIFFANYS WEALTH MANAGEMENT LTD
Financial Services Senior Administrator
Position Description
* Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experience essential
Person Description
* Must be extremely Organised and able to multitask.
* Must have strong communication skills.
* Team Player.
* Dependable and reliable.
* Determined and positive mindset.
* Must be able to use initiative.
* Demonstrate a hard working attitude, willing to go the extra mile.
Main Objectives
* To deliver a First Class Service to the Advisors and clients
* Overseeing Advisor diaries
* Staff 121’s
* Point of contact for Staff members to assist with queries/issues
* To assist with the daily running of the office
* To work alongside the Management Team ensuring excellent client outcomes
* To build knowledge in Financial Services
* To build and maintain strong relationships with clients and keeping them up to date with progress on their requests
* To liaise with external providers gathering information
* To provide Administration support to the Advisors ensuring accuracy and attention to detail
* Ensure Staff are up to date with training
Client Administration
1. Production of Wealth Accounts and Investor Returns