Part Time Administrator (Wealth Management)

A part time Administrator is required for this leading Wealth Management company based in Chester City Centre.

Working 3 days a week you will support the team of Financial Advisors from an administration and customer service perspective.

Your main responsibilities will be:

• Responsible for all initial client contact from telephone and face to face advice meetings
• Support Practice Manager with administration linked to Operational improvements
• Support Back Office with servicing and data processing administration
• Support Associates with the facilitation of handing over cases to the Back Office Team

Duties will include:

• Answer all incoming calls into the office- transfer or escalate to Associate or Practice Manager if appropriate.
• Welcome clients into office and manage initial meeting introductions
• Collect and delegate post / sign for deliveries
• Manage all photocopying, scanning and shredding for day to day work and client files
• Print client facing documents, report and sales aid to support the sales process or distribute to clients
• Creation of 1st meeting packs
• Creation of new client files

This is a permanent part time role offering a salary of £25-£28K pro rata plus benefits

To be suitable for this role you will have a strong administration background ideally in financial services, be highly computer literate and have outstanding communication skills

Job Type: Part-time

Pay: £25,000.00-£28,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person

Reference ID: LC180724