Financial Advisory Administrator
Core
Administrative support for a Financial Advisory team, handling client documentation, scheduling, and operational tasks.
Role type
Administrative Assistant (Financial Services)
Builds
Client records, compliance documentation, reports, and correspondence
Domain
Financial Services
Deliverable
dashboards & analysis
Required skills
Client record management, compliance documentation, report preparation, client liaison, appointment scheduling
Preferred skills
Financial services experience, attention to detail, organizational skills, communication, time management
Responsibilities
Managing client records and compliance documentation, preparing reports and forms, liaising with clients and product providers, assisting with appointment bookings and diary management, providing administrative support to Financial Advisers