Job Requirements

You will be tasked with superb levels of support to the Paraplanning team within the office.
Primarily involved with admin activities, you will also manage and collate company data and act as a primary responder for the phone system.
Specifically, your role involves:

Dealing with and managing the database of clients
Scheme information requests/Letter of Authority
Preparing documents and requesting information from external providers
Supporting advisors, practice manager and Paraplanners
Chasing the business Pipeline for the client
Sending documents to clients and our admin centres
Fund switches for clients
Updating client information
Proven work experience as an administrator or within an office support role
Ability to build rapport and manage client relationships
Attention to detail
Excellent Customer service
Time management and planning skills
Strong organisational skills
Strong working knowledge of Excel, Word and other Microsoft Office Programs.
It is essential that you are confident in dealing with third parties and can work with total discretion.