We are seeking a highly organised and professional Client Review Administrator to join our team. This is an important and busy role that requires attention accuracy and detail.
The successful candidate will be responsible for producing client review packs, not only the timely production but also maintaining our back office system and making sure that it is up to date and accurate.
Key Responsibilities
Client Review Pack Production:
Prepare and assemble comprehensive client review packs, ensuring accuracy and attention to detail.
Ensure review packs are dispatched to both clients and advisers promptly.
Make sure that the back-office systems are kept up to date and accurate for client reviews, helping to continually improve the review process and client-facing review document.
Client Appointment Scheduling:
Proactively manage and schedule client review appointments across our office locations.
Utilise Calendly (where appropriate) to streamline the booking process and ensure efficient scheduling, together with contacting clients via telephone and email to confirm and arrange convenient appointment times.
Maintain accurate and up-to-date appointment records in our CRM system, Intelliflo.
Effectively manage the diaries of financial advisers to optimise client review appointment scheduling.
Reception Cover:
Provide temporary cover for reception duties during staff absences (sick leave, annual leave) across all sites
Greet clients and visitors in a professional and friendly manner.
Answer and direct incoming calls, taking messages as necessary.
Manage incoming and outgoing post.
Administrative Support:
Assist the administrator team with low-level client tasks.
General Administration and Servicing - updating both providers and back-office systems for changes such as client personal details, processing notification of POA and processing death certificates, and other such tasks.
Back-office Systems - Maintaining accuracy and data cleansing of our back-office system, Intelliflo (IO).
Projects – involvement with projects such as Annual Capital Gains Tax Reporting.
Teamwork:
Work collaboratively with team members to ensure efficient office operations.
Communicate effectively with colleagues and contribute to a positive working environment.
Take on other administrative tasks and activities as required by the business.
Any other duties as required by the business
Requirements/qualifications
Proven experience in an administrative role, ideally within a financial services environment.
Excellent telephone manner and communication skills.
Strong organisational and time management skills, with the ability to prioritise tasks effectively.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Experience using Intelliflo CRM, preferred but not essential.
Experience using online scheduling tools such as Calendly, preferred but not essential.
Ability to work independently and as part of a team.
A friendly, professional, and customer-focused approach.
Ability to travel between offices.