ob Title: Financial Advisor Administrator

Job Overview: An exciting opportunity has arisen for a highly organized and proactive Client Service Administrator to join a dynamic team. This role offers a chance to work in a fast-paced environment, providing efficient administrative support while ensuring seamless operations and top-notch service delivery.

Key Responsibilities:

• Manage and process various administrative duties, including completing forms for risk and investment applications, and handling tasks like new business, switches, redemptions, debit order changes, and client servicing requests.
• Handle inquiries regarding portfolios, providing timely and accurate responses.
• Coordinate with product providers to obtain statements, tax certificates, and other essential documents.
• Prepare and organize meeting files, ensuring all documentation is accurate and complete.
• Communicate effectively via phone and email with various stakeholders, including internal teams and external providers.
• Resolve queries proactively and provide high-quality service at all times.
• Manage and prioritize tasks, ensuring deadlines are met, and handle multiple responsibilities efficiently.
• Assist with the coordination of company functions, events, and meetings.
• Support the winding up of estates, ensuring thorough follow-up with relevant parties and keeping all parties updated.
• Ensure proper storage of documents and maintain accurate records in the company’s systems.

Key Performance Indicators:

1. Professional Development: Achieve personal milestones and participate actively in training programs to enhance skills and knowledge.
2. Client Service Excellence: Consistently provide excellent service to stakeholders, addressing queries and issues efficiently.
3. Adherence to Deadlines: Ensure tasks are completed on time with a strong focus on accuracy and attention to detail.
4. Operational Efficiency: Follow company processes meticulously, keeping records up to date and completing all administrative tasks in a timely manner.