ADMINISTRATOR - Investments

Our client specialises in providing expert independent advice. Based in two offices across South & North Manchester the team consist of; Advisers, Paraplanners and an Administrative team and they now have an excellent opportunity for an Administrator to join their Cheshire based team.

Daily responsibilities will include:

• To deal with telephone / email enquiries
• Sorting and distributing incoming post and organising and sending outgoing post
• Create and maintain filing systems / client files
• Arrange meetings / book appointments
• Update and maintain the firm's records / registers, as required
• Update and maintain the firm's diary system
• Prepare and issue proposal packs
• Submitting new business
• Compiling invoices
• Liaising with product providers, as and when necessary
• Assisting advisers/paraplanners in the creation of client financial reports / letters
• Monitor fee payments from clients
• To attend staff meetings as and when required
• Maintain a computerised customer database
• Type and word-process various documents and electronic information
• Create financial reports using spreadsheets
• Prepare client portfolio reviews

The successful candidate must have previous experience working as an Administrator within a Professional Services environment. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrive off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting REF:NJR10952