Part Time Administrator – Financial Services
Title:
Part Time Administrator – Financial ServicesType:
Part Time PermanentStart Date:
ImmediateDescription:
Hours: Part-time (15-25 hours per week)
Job Purpose
This role is to provide full administrative support and will require strong attention to detail and the ability to work unsupervised.
Key Tasks:
Post
Electronic filing of client and provider correspondence to Volume
Posting valuations to clients received from providers, updating IO and Volume
Action change of contact details for client(s), update IO, Volume, Client(s), Providers and Email contact list
Print client letters and reports, save to volume and post
Filing emails and attachments to Volume
Compliance
Recording client information from Fact Finds on to IO and saving to Volume
Carry out Smart Search for all clients when we have new money laundering documents or spot we don’t have a Smart Search Report on file/Volume
Process Client Service Agreements
Data Inputting
Client data updated on IO, Volume and Outlook contact list
Policy data updated on IO and saved to Volume
Statements updated on IO and saved to Volume
Quarterlies
Assist with the monitoring, administration, saving of emails and putting the task on IO
Meeting Preparation
Assist with the completion of compliance and provider paperwork and printing of documents for the file.
New Business
Assist with the process of new business
Miscellaneous
Answer Phones
General office maintenance (housekeeping)
Frank Post
Christmas Cards
Christmas Presents
Plus any other administration tasks.
