PA / Office Administrator - Wokingham
Our client is looking for a PA/Office Administrator to join their expanding team based in Wokingham. You will provide administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board.
Key duties and responsibilities:
- Provide high-level technical and administrative support to the adviser.
- Deal effectively with queries from clients and other parties through effective communication;
- Prepare files including compliance required documentation; research; illustrations and supporting documentation;
- Ensure that files are complete with all required client identification documentation and necessary application forms;
- Pipeline management, process applications accurately and record the required management information;
- Request information from 3rd parties and follow up on outstanding requirements.
- Collate information for paraplanners.
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
- Record completion dates on tracker and all the relevant documentation on file.
- Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;
- Coordinate internal projects and determine the best use of resources to increase customer satisfaction;
- Monitor and measure client satisfaction.
Person Specification:
Knowledge and experience:
- Experience in the client servicing sector (desirable).
- Experience in data collation and entry (desirable).
- Experience in cashflow management (desirable).
Skills and behaviours:
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience with Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem-solving.
- Professional and confident in dealing with people, working with total discretion at all times;
- Confident decision maker.
If you are interested in applying for this role then please submit your CV to josie@artemisrecruitment.co.uk
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