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- Tasks: Lead a team to provide top-notch admin support in the financial services sector.
- Company: Join a dynamic firm focused on client satisfaction and team collaboration.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on teamwork and continuous development.
- Why this job: Make a real difference by supporting financial advisors and clients every day.
- Qualifications: Experience in financial services and strong IT skills are essential.
The predicted salary is between 35000 - 40000 £ per year.
Our client is looking to appoint an experienced Financial Services Professional to oversee a small team in providing varied and comprehensive administration support to the business.
Duties include:
- Overseeing a small team ensuring provision of varied administrative support to a team of Financial Advisors and the firm's clients.
- Oversee the day to day management of clients.
- Answer telephone enquiries in a polite and respectful manner.
- Ensure all administration incorporates efficient recording and checking of client records.
- Follow email instructions from clients.
- Ensuring that client data is up to date and that adequate records are maintained.
- Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
- Attend company presentations/meetings.
- Calculation of fee invoices to send with the client valuations.
- Administration of Money Laundering documentation.
- Use of MS Office daily.
- Assist with written communication to clients and other external contacts.
- Scanning and filing.
- Compilation of reports and performance figures, provide analysis and check for accuracy.
- Providing accurate valuations ahead of client meetings.
- Ensure compliance with data regulations and industry specific legislation and guidelines.
Educational/Experience Requirements:
- An understanding and knowledge of the financial services sector.
- Excellent IT skills including MS Office.
- Able to ensure that strict procedures are adhered to at all times.
- Willingness to undertake continual professional development.
Personal Specification and Competencies:
- Interpersonal and communication skills.
- Ability to work effectively as part of a team.
- IT/Organisational skills.
- Attention to detail and self-discipline.
- Ability to assess information.
- Resilient and able to work in a fast paced, pressurised environment.
Locations
Admin Manager in Glasgow, North East employer: Castle View Personnel
Contact Detail:
Castle View Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Admin Manager in Glasgow, North East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Admin Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Understand their client base and what makes them tick. This will help you tailor your answers and show that you're genuinely interested in the role and the company.
✨Tip Number 3
Practice your communication skills! As an Admin Manager, you'll need to interact with clients and team members regularly. Role-play common scenarios with a friend to boost your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Admin Manager in Glasgow, North East
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Admin Manager role. Highlight your experience in financial services and any relevant administrative skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that align with the job description.
Show Off Your IT Skills: Since excellent IT skills are a must, don’t forget to mention your proficiency in MS Office and any other relevant software. We love seeing candidates who are tech-savvy and can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Castle View Personnel
✨Know Your Stuff
Make sure you have a solid understanding of the financial services sector. Brush up on the company's offerings and be ready to discuss how your experience aligns with their needs. This shows you're not just interested in the role, but that you’re genuinely invested in the company.
✨Showcase Your Team Spirit
As an Admin Manager, you'll be overseeing a small team. Be prepared to share examples of how you've successfully led teams in the past. Highlight your interpersonal skills and how you foster collaboration, as this will resonate well with the interviewers.
✨Attention to Detail is Key
Given the nature of the role, attention to detail is crucial. Bring examples of how you've maintained accurate records or managed client data effectively. This will demonstrate your ability to handle the responsibilities of the position with precision.
✨Prepare for Practical Scenarios
Expect situational questions that assess your problem-solving skills. Think about how you would handle specific administrative challenges or client inquiries. Practising these scenarios can help you articulate your thought process clearly during the interview.