- Process new and replacement business submissions
- Prepare professional client meeting packs
- Provide general administrative support to the Business Services and Paraplanning teams
- Support Partners and wider business teams with essential administrative tasks
Requirements
- No prior experience is required
- A clear and confident communicator
- Organised with strong attention to detail
- A team player who’s always ready to lend a hand
- Able to juggle multiple tasks and meet deadlines
- Computer literate with proficient data entry skills
- Comfortable navigating multiple systems
Core Competencies
Demonstrates strong organizational skills and attention to detail while providing essential administrative support. Capable of effective communication and multitasking in a team-oriented environment.
Highest-signal resume keywords
- Data Entry Skills
- Organizational Skills
- Attention to Detail
- Communication Skills
- Team Player
Hard Skills
- Data Entry
Soft Skills
- Clear Communication
- Organized
- Team Collaboration
- Multitasking
- Deadline Management
Industry Keywords
- Administrative Support
- Client Meeting Preparation
- Business Services
- Paraplanning
Tools & Technologies
- Multiple Systems Navigation
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Business Admin Assistant employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
