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Administrative assistant
Client Services Administrator

Client Services Administrator

Dynamite Recruitment Solutions Ltd

Posted 3 days ago, valid for 12 days

Poole, Dorset BH15 3TE, England

£25,000 - £28,000 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is seeking a Client Services Administrator for a financial planning firm in Dorset.
The role involves providing administrative support, managing client communications, and maintaining accurate records.
Candidates should have strong administrative experience, preferably in financial services, with excellent organizational skills.
The salary for this position ranges from £25,000 to £28,000, and it offers a fantastic benefits package and opportunities for internal progression.
Applicants should be detail-oriented and proactive, with a minimum of one year of relevant experience.

Dynamite Recruitment are supporting a reputable financial planning firm in Dorset, with the recruit of a Client Services Administrator to join their team. In this role, you will provide crucial administrative support to the financial planners and clients, ensuring the smooth and efficient operation of day-to-day activities. You will play a key role in managing client queries, processing documentation, and maintaining accurate records.Key Responsibilities:

Provide administrative support to financial planners and clients
Manage client communications and handle inquiries professionally
Prepare and process client documents, including applications and forms
Maintain accurate and up-to-date client records
Assist with the scheduling of meetings and appointments
Ensure compliance with regulatory requirements

Requirements:

Strong administrative experience, preferably within a financial services environment
Excellent organizational and communication skills
Attention to detail and ability to manage multiple tasks
Proficient in MS Office and office management systems
A proactive, client-focused approach

If you are highly organized, detail-oriented, and eager to contribute to a thriving financial services team, we would love to hear from you£25,000 - £28,000 Office based Fantastic benefits package Internal progression availablePrivate Health CareAnnual Salary reviews Company bonus

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