Title: Office Manager (Financial Services)
Type: Permanent
Hours: Full Time (Monday – Friday) – part time also considered
Salary: £30,000 - £40,000
Details
Our client is looking to appoint an experienced Financial Services Professional to oversee a small team in providing varied and comprehensive administration support to the business.
Duties include:
* Overseeing a small team ensuring provision of varied administrative support to a team of Financial Advisors and the firm’s clients.
* Oversee the day to day management of clients.
* Answer telephone enquiries in a polite and respectful manner.
* Ensure all administration incorporates efficient recording and checking of client records.
* Follow email instructions from clients.
* Ensuring that client data is up to date and that adequate records are maintained.
* Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
* Attend company presentations/meetings.
* Calculation of fee invoices to send with the client valuations.
* Administration of Money Laundering documentation.
* Use of MS office daily.
* Assist with written communication to clients and other external contacts.
* Scanning and Filing.
* Compilation of reports and performance figures, provide analysis and check for accuracy.
* Providing accurate valuations ahead of client meetings.
* Ensure compliance with data regulations and industry specific legislation and guidelines.
Educational / Experience Requirements
* An understanding and knowledge of the financial services sector.
* Excellent IT Skills including MS Office.
* Able to ensure that strict procedures are adhered to and that at all times.
* Willingness to undertake continual professional development.
Personal Specification and Competencies
* Interpersonal and communication skills.
* Ability to work effectively as part of a team.
* IT/Organisational skills.
* Attention to detail and self-discipline.
* Ability to assess information.
* Resilient and able to work in a fast paced, pressurised environment.
Contact
For more information including a full job description and remuneration package please respond by email or contact Castle View Personnel on 01463 230 200.
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