Graduate Administrator

Marstep Resourcing Solutions · Competitive · Wrexham
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You may be a recent School Leaver or College/University Graduate and be interested in developing a career in Financial Services.

The Opportunity: An exciting new opportunity has arisen within a reputable financial services practice. The new role will be to join their successful, busy PA Team, providing support to the Financial Advisers within the practice.

Role Purpose: As a PA you will be required to provide full time administrative support to designated Advisers and the wider office where necessary. You will be required to report to the PA Team Leader and Practice Manager.

Key Duties and Responsibilities:

Preparation of Meeting files - New and Review

Diary management of allocated Adviser/Advisers

Appointment making

General oversight and management of the client experience and servicing for your dedicated Adviser - inclusive of management of client review list

Professional Client interaction and dealing with client enquiries - phone/email/letter/face to face

Building and maintaining professional relationships with clients and colleagues

Liaising with external providers and companies via way of letter and telephone

Preparation of business submission files to pass to paraplanning team

Ensuring compliance documentation is completed and files correctly and in line with legislation

File note/Contact record maintenance

Processing of withdrawal of funds

Processing of fund switching

Letter writing to clients

Reprioritise workload to ensure that all urgent work is actioned in a timely manner

Ensure all relevant processes and actions are completed in a timely effective manner to support other members of the team

Be involved and contribute at team meetings

Provide cover for other team members upon request as per the business need

Keeping up to date with evolving procedures and systems - internally and externally

Scanning and processing of client documentation

Answering of Incoming office calls

Monitoring and Management of email inbox and various other inboxes

Admin of specific office/team projects

General wider office duties

Obtaining and maintaining a good background knowledge of products

Previous experience in PA Role (or similar), ideally in financial services or related sector

Genuine interest in Financial Services

High level of attention to detail

Highly organised

Excellent written and verbal communication skills

Excellent IT Skills

Team player

Approaches work positively with a can-do attitude and take responsibility for own tasks

Manages time effectively with the ability to multitask

Works well as an individual and also as part of a large team

Open to change with a creative approach to problem solving

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