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Financial services support specialist

beBeeAdministrative
Service
Posted: 8 February
Offer description

About the Role


* Are you an organised and detail-oriented professional looking for a new challenge in financial services?

* We have an exciting opportunity for a skilled Administrator to join our team.




This is an excellent chance to work closely with a team of Financial Advisors, providing professional and efficient administrative support in a fast-paced environment.



You will be responsible for:



1. Providing day-to-day administrative support to Financial Advisors

2. Servicing clients, dealing with queries and requests, and acting as a key point of contact

3. Preparing, updating, and maintaining accurate client records

4. Liaising with lenders and financial service providers

5. Supporting compliance and regulatory requirements Preparing reports...

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