Client Liaison Administrator

Reference: AL1147
Category:

Client Liaison Administrator

Allestree, Derby (Our Ref AL1147)

Salary to c£25,000 dep on exp + benefits

 

My client is an award-winning wealth management organisation and they now have an exciting new opportunity for an experienced and professional administrator to join their team.

 

The role will involve:

 

  • Preparing client files for meetings taking place
  • Sending out letters of authority to investment and pension providers then chasing and monitoring the responses for clients
  • Updating Client Financial Review information
  • Preparing client review letters in the absence of the Client Liaison Manager
  • Issuing withdrawal and fund switch letters where required
  • Ensuring that the compliance requirements are met
  • Reception cover during lunches and holiday periods
  • Answering incoming calls and dealing with any queries
  • General administration including photocopying, scanning, filing, opening distributing the post and trips to the Post Office where required

 

The person we are looking for:

 

  • Exceptionally professionally presented
  • Excellent communication skills
  • Previous experience working in a professional office, ideally but not necessarily financial services
  • Professional, friendly and bubbly disposition
  • Literate, numerate and accurate with a high level of attention to detail
  • Able to work within a team and independently
  • IT literate
  • Able to work to deadlines

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

 

 

Apply for this job

Upload your CV