We're looking for a skilled administrative professional, ideally with experience in the professional services sector, to join a well-reputed financial consultancy based in Kettering.
The successful... applicant will provide seamless clerical support to a team of investment advisers and paraplanners, by producing a range of clear and accurate documentation and correspondence which is fully compliant with internal processes as well as meeting provider and regulatory requirements.
Duties and responsibilities:
Preparing paperwork for all client meetings, including report and document printing and valuation calculations, ensuring that all deadlines are met.
Liaising with clients, providers and other professional bodies in order to progress cases.
Answering the phone, taking messages... See more