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- Prepare and maintain client files, documents, and reports as a Administrator
- Assist in the onboarding process for new clients
- Coordinate client meetings and follow-ups as a Administrator
- Manage client communications, ensuring timely responses and excellent service
- Help maintain compliance with industry regulations and company policies
- Strong organizational skills with a keen eye for detail and experience as a AdministratorÂ
- Excellent communication skills, both written and verbal
- Ability to multitask and prioritize effectively in a fast-paced environment
- Previous experience in financial services or administrative roles is advantageous
