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Adviser Support Coordinator
2 weeks ago
Are you a ready to kick start your professional journey?
Do you have an appetite for learning and a natural knack for technology?
Our client is seeking a dynamic and motivated Adviser Support Coordinator to join their team If you’re looking for an opportunity to grow, learn, and thrive in a supportive environment, look no further.
**Advisor Support Coordinator**
**Monday - Friday**
**Albany location**
**Your Ideal Profile**:
- You’re eager to dive headfirst into the world of finance and embark on a journey of growth and development.
- Navigating computer systems is second nature to you, and you’re excited about adopting new technologies.
- Your outstanding interpersonal skills make you a pro at maintaining professionalism while engaging with clients.
- Keeping things organised is your forte; you can follow protocols and processes with mínimal guidance.
- Handling multiple tasks simultaneously is your forte, and you thrive in the face of change.
- Your communication skills, both written and verbal, set you apart in conveying complex information effectively.
**Key responsibilities of the role**:
- Manage advisers’ schedules, ensuring appointments are organised and spaced effectively.
- Maintain up-to-date, compliant, and accurate client files and documents.
- Accurately input client information and financial data into databases and systems.
- Prepare financial reports and documents for client meetings and presentations.
- Provide general administrative support to ensure a seamless work-flow.
- Keep advisers on track by reminding them of pending tasks and follow-ups.
- Assist in on-boarding new clients and maintaining accurate client databases.
- Help advisers prep for meetings with documents and materials.
- Ensure all interactions meet regulatory standards and company policies.
- Conduct basic research on financial products and industry trends.
- Collaborate with colleagues for efficient work-flow and support.
- Handle sensitive information with utmost discretion.
**Perks**:
- Enjoy flexible working hours and the opportunity for remote work after training.
- Immerse yourself in a team culture that blends work and enjoyment seamlessly.
- Conveniently located 15 minutes from Albany bus station.
- Embark on a journey of continuous learning and growth.
Our client is waiting to welcome you into their team of passionate professionals.
**Ref - BH-138664
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