Administrative Assistant
10 days ago
Saint Albans
IFA Administrator Financial Services St Albans Office - Full Time IFA Administrator responsibilities As an IFA Administrator, you will support the entire paraplanning team to ensure efficient, accurate, and timely delivery of administrative tasks. Core responsibilities will include: • Document Preparation: Creating cover letters, one-pagers, and other client-facing documents, including supporting documentation for review meetings., • Diary Management: Assisting with arranging initial and annual review meetings., • Letters of Authority (LoA): Processing LoAs by adding them to iO, requesting policy information from providers, chasing outstanding responses, and ensuring all documentation is filed accurately., • Client Communications: Preparing and sending monthly valuation reports and statements to clients in a timely and professional manner., • Compliance Management: Ensuring all compliance-related documents are up to date and correctly stored in iO., • Client and Provider Liaison: Answering phone calls, responding to queries, and communicating with clients and providers via phone, email, or post as needed., • Data Management: Updating iO with new fact-find information and ensuring all client data is accurate and up to date., • Provider Follow-ups: Proactively chasing providers for outstanding information or documents., • Document Filing: Ensuring all paperwork is scanned, appropriately categorised, and subcategorised within our systems., • Processing Tasks via ticketing System: Efficiently managing and tracking tasks through a ticketing system, ensuring timely resolution and clear communication with teams to meet deadlines and maintain workflow., • General Administration: Carrying out a variety of client-facing and back-office administrative duties as required. Key Skills and Attributes • Strong attention to detail and high levels of accuracy, • Excellent organisational and time management skills, • Clear and confident communication, both written and verbal, • Proficiency with financial planning software (e.g., iO) and Microsoft Office, • Ability to work proactively and collaboratively within a team, • A client-focused mindset with a commitment to delivering outstanding service