Global Administration & Facilities Manager at Tricon, overseeing worldwide administrative functions and optimizing efficiency across locations. Leading a team in Houston, Texas.
About the role
- Client Advisor Support Administrator supporting Financial Planners with administrative tasks. Ensuring client reviews, processing applications, and maintaining CRM for financial planning business.
Responsibilities
- Supports Financial Planners with administrative needs
- Ensure all client reviews have a corresponding suitability report and are sent to clients
- Process new business, applications, and provider paperwork accurately and on time
- Reconcile all client fees monthly and ensure timely payment to Financial Planners
- Maintain CRM (Client Centre) and ensure data is up to date and compliant
- Assist Financial Planners with scheduling of annual reviews and preparation for meetings
- Maintain strong relationships with both the Financial Planners and their clients
Requirements
- experience doing financial services admin, or worked in an accountancy firm
- Tech savvy, able to work on cloud based systems, has used AI to support finding answers
- High attention to detail and accuracy
- Confident written and verbal skills, confident to communicate directly with clients on customer service queries
- A desire to excel at what you do
- An interest in financial products (e.g. pensions, ISAs, investments)
- A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career
- Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly
- Experience in financial services or accountancy is desirable.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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