Executive Support Administrator

Posted 25 January by Reed Featured
A brand new role has come in for an Executive Support Administrator to join a reputable financial services company based local to Bromsgrove.
This is a great role where you will work as part of a team and support both Senior IFA’s and take on line manager duties.

What’s on offer?
Modern and practical working environment, easily commutable location, free parking, flexible start/finish times, competitive salary, great scope for progression and very competitive company benefits.

Salary range = £23-30,000 depending on experience

Duties include:
• The main purpose of this role is to provide comprehensive support to a small number of senior financial advisors.
• Mentoring an administrator
• Preparing client correspondence
• Mail merging
• Updating both clients and advisors of any updates
• Keeping all client data updated
• Diary management
• Scanning large packs of documents
• Preparing packs prior to client meetings
• Research where directed
• 121 meetings with IFAs
• Dealing with post
• Any other ad hoc duties as directed by Directors

The ideal candidate:
• Must have PA, EA or Office management experience
• Ideally from a financial services background
• Must have knowledge of pensions or investments
• Competent user of MS Word, Excel & outlook
• Committed to taking exams where necessary
• Happy to work on a shift rota
• Must be a driver due to location

Does this sound like the sort of role you have been looking for?

If you would like to work locally, earn a good salary and really make a difference then please apply today.

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Do you have previous financial services support experience?
Do you have knowledge of pensions or investments?
Do you have a driving license and full access to a vehicle?

Reference: 34315990

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