AddressAbout Us:
We are a well-established financial planning firm committed to providing exceptional financial advice and services to our clients. We are currently looking for an Administrative Officer to join our dynamic team. This role is crucial for ensuring smooth operations within our office and supporting our financial planning staff.
Key Responsibilities:
- Client Management:
- Act as the first point of contact for clients, greeting and assisting them in a professional manner.
- Manage client appointments, including scheduling and confirming meetings.
- Document Management:
- Prepare, organize, and store various financial documents according to company policy and legal regulations.
- Ensure all client documentation is accurately maintained and confidentiality is preserved.
- Communication Support:
- Handle incoming and outgoing communications, including emails, phone calls, and mail.
- Draft and distribute standard company correspondence.
- Data Entry and Record Keeping:
- Input client information into database systems and ensure that all data is accurate and up-to-date.
- Assist with the preparation of reports and presentations for staff and clients.
- Office Management:
- Maintain office supplies inventory by checking stock and ordering new supplies as needed.
- Ensure the office environment is kept organized and professional.
- Financial Support:
- Assist with basic bookkeeping and billing activities.
- Process invoices and follow up on late payments in a timely manner.
- Compliance and Procedures:
- Help ensure that the firm’s practices comply with financial laws and regulations.
- Assist with the implementation of new office procedures and systems.
Skills and Qualifications:
- Some experience in administrative roles, preferably in a financial services or related environment.
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office and other office productivity tools.
- Attention to detail and some problem-solving skills.
- Ability to handle confidential information with discretion.
