Financial Advisor Administrator

SUMMARY:
Exciting Opportunity for a Financial Advisor Administrator– Deliver Exceptional Service and Drive Client Success!

POSITION INFO:

Job Title: Financial Advisor Administrator

Job Overview: An exciting opportunity has arisen for a highly organized and proactive Financial Advisor 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.

Requirements:

• Educational Qualifications: A relevant qualification in business, finance, or a related field is preferred but not essential.
• Experience: Previous experience in client services, administration, or a financial services environment is advantageous.
• IT Skills: Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM or office management systems.
• Attention to Detail: High level of accuracy and meticulous attention to detail when managing tasks and handling client data.
• Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and internal teams.
• Organizational Skills: Ability to prioritize tasks, manage multiple responsibilities, and work under pressure while maintaining a high level of accuracy.
• Client-Focused Attitude: A passion for providing exceptional client service and the ability to go the extra mile to resolve issues.
• Problem-Solving Skills: Strong decision-making and problem-solving abilities, able to handle queries efficiently and effectively.
• Time Management: Proven ability to manage time effectively and meet deadlines consistently.

Desired Skills & Competencies:

• Strong interpersonal skills with a high ability to build trusted relationships both internally and externally.
• Ability to thrive in a team-based environment while also working independently.
• Proactive in identifying and addressing potential issues before they arise.
• Resilience and the ability to work well under pressure.

This position is ideal for a detail-oriented, proactive individual who thrives in a fast-paced environment and is looking to make an impact within a forward-thinking organization.