Senior Financial Administrator - London
Our client is looking for a Senior Financial Administrator to join their team in London.
Key Accountabilities:
PA and general admin duties
Organise and diarise meetings on behalf of the Private Client AdvisorsWork with the Private Client Advisors to prioritise tasksFields calls and email queries as appropriate and act on all non-technical queriesProvide agendas and information requests prior to client meetings, if requiredAssist with the production of management information, as required by central teamsAssist with general administration as required e.g. ad-hoc scanning and filing Client servicing and meeting preparation
Use appropriate systems and processes to submit new business to providersAssist with the preparation of meeting packs for client meetings and Annual Suitability Review...