Job Title: Financial Services Administrator/assistant […]
The Financial Services Administrator will support the financial services team by managing administrative tasks, client communications, and financial documentation. This role is ideal for an ambitious graduate professional eager to grow within the financial planning or client services field. […]
Follow up on instructions with stakeholders, manage client queries, and request documents.
Prepare and post quarterly reports, complete forms, and handle client documentation.
Compile investment proposals, track new business, withdrawals, and other...