Are you a self-motivated, effective business support professional, looking to develop your skills as a Team Administrator? Do you have excellent attention to detail and have the ability to work independently? We have an exciting opportunity for a Team Administrator to join an independently owned, boutique financial advisory firm, based in a delightful South Birmingham location.
On a day to day basis, as Team Administrator you will be preparing and maintaining accurate documentation of client accounts and acting as the main point of contact for inbound queries on behalf of the organisation. Providing an Advisor and their small team with efficient business administration support, you will be comfortable with collating reports, annual client reviews and preparing presentations to the highest standard. This varied role comes with great responsibility, as you will be acting as the face of the organisation, meeting and greeting clients in a professional manner, organising external and internal client visits and ensuring all meetings are effectively co-ordinated and managed. You will update and maintain the company database with all relevant client details, making revisions wherever necessary.
Being proactive in your approach and using your own initiative, you will ensure any queries are managed efficiently for your team. You will be working to strict deadlines in a fast paced, professional environment, consistently completing work to a high standard and working with a high level of discretion. With excellent communication and relationship building skills, you will be liaising with external clients on a regular basis and effectively managing the diary of a busy Financial Advisor, ensuring business relationships are maintained and developed over time.
This opportunity will require you to have experience working in a financial services role, with previous experience providing team or 1-to-1 support, ensuring day to day business operations run efficiently. Working confidently in a high-pressure environment, the ability to confidently use Microsoft Office software will be required. Ideally, you should either be L4 diploma qualified or be prepared to work to become so within 2 years, with financial support for examinations being provided.
In return you will receive an excellent salary as well as additional performance-based bonuses, within an organisation which is committed to rewarding their employees hard work and dedication.
SimkissGuy Recruitment is acting as a recruitment agency for the purpose of this vacancy. By sending your CV to us, you hereby consent for us to contact you in relation to recruitment. We are an equal opportunities employer who welcomes applications from all. We will be in touch within 3 working days if we would like to discuss your CV and experience further. If you do not hear from us within that time then you have unfortunately been unsuccessful in your application for this particular vacancy. We would welcome further applications from you for roles that may be more suited to your skills and experience.