Primary responsibilities include providing comprehensive administrative support to the financial planning team, managing client communications, processing documentation, scheduling appointments, maintaining client records, and ensuring smooth operational workflows within the organization.
Required experience includes strong organizational skills, proficiency in Microsoft Office, excellent written and verbal communication abilities, attention to detail, and prior administrative experience in a financial services or client-facing environment. Candidates should demonstrate strong interpersonal skills and the ability to work effectively in a professional team setting.
The role offers an opportunity to work with a reputable financial services firm, potential for professional development, exposure to chartered financial planning processes, competitive compensation, and a dynamic working environment that values client service and administrative excellence.
