We are looking for a Team Assistant to join our clients support team in Ipswich, providing administrative support to the financial advisor teams. This is a fantastic business to join, at a great time where they are going from strength to strength. Well decorated with awards, this business is a strong employer in the region.
Benefits include: discretionary bonus, hybrid working, career progression, funded qualifications and more.
Key Accountabilities
1. Providing full administrative support to the financial managers and their teams in their day-to-day duties.
2. Co-ordinating account opening for clients, preparing client meetings, assisting with client communications
3. Reviewing reports, submitting journals
4. Actioning payment requests for clients and initiating and monitoring transfer requests
5. Providing full administrative support to the team in their day-to-day duties.
6. This will include, but not limited to, preparation and dispatch of documents to clients or provider
7. Processing returned documents such as Letters of Authority and liaising with third parties to obtain client information via either email or phone.
8. Answering the main switchboard and directing calls to the appropriate individuals/teams.
9. Greeting clients and visitors to the office.
10. Opening, scanning and distribution of daily post to all teams.
11. Enveloping, stamping and dispatch of daily outgoing post.
12. Any other administrative duties that may arise within the business.
Candidate Profile
Previous office experience
Previous experience of working in a financial services or professional services environment is essential
Will possess a client focus and concern for quality
Will have a good understanding of anti-money laundering (AML) principles
A diligent worker with a high level of attention to detail