Requirements:

• Proven experience as a Financial Administrator, Financial Assistant, or similar role will be an advantage.
• Proficiency in accounting software (e.g., QuickBooks, Sage) and MS Office, especially Excel.
• Excellent organizational and time management skills.
• Attention to detail and accuracy in financial data entry and reporting.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Duties:

• Schedule and confirm client appointments.
• Prepare and send client communications, such as emails, newsletters, and follow-up correspondence.
• Handle client inquiries and direct them to the appropriate financial advisor as needed.
• Maintain and update client records and contact information.
• Prepare and process new account applications and other financial documents.
• Organize and maintain client files, ensuring all documents are accurately filed and easily accessible.
• Ensure compliance with regulatory requirements by maintaining proper documentation and record-keeping.
• Assist with the creation and distribution of marketing materials and campaigns.