Administrator
5 days ago
Key Responsibilities:
Client Support:
- Schedule and coordinate appointments for the Financial Advisor with clients.
- Prepare and organize client meetings, including gathering necessary documents and information.
- Communicate with clients to ensure they receive timely updates and follow-ups.
Document Management:
- Assist in preparing financial documents, proposals, and reports for clients.
- Maintain and update client records, ensuring accuracy and confidentiality.
- Process forms, applications, and transactions related to investments, insurance, and financial planning.
Compliance and Regulations:
- Ensure that all documentation is in compliance with financial regulations and company policies.
- Keep up to date with changes in regulations and assist in implementing required procedures.
Data Entry and Reporting:
- Input client data and financial information into relevant software systems.
- Assist in generating financial reports, performance summaries, and other necessary documentation.
Office Support:
- Handle phone calls, emails, and other forms of communication for the Financial Advisor.
- Organize and maintain office supplies and equipment.
- Provide general administrative support, including filing, scanning, and photocopying documents.
Client Relationship Management:
- Help manage client communications, ensuring timely responses to inquiries and requests.
- Assist with follow-ups on financial goals, investment progress, and other client needs.
General Administration:
- Coordinate with other team members to ensure efficient workflow.
- Perform other administrative tasks as needed to support the Financial Advisor.
Requirements:
- Ability to take initiative
- Strong organizational and multitasking skills
- Proficiency in Microsoft Office
- Excellent communication and interpersonal skills
- Attention to detail and ability to maintain confidentiality
- Previous administrative or office experience
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