Client Services & Office Administrator in Exeter

Client Services & Office Administrator in Exeter

Exeter Full-Time On-site
val's services

val's services is seeking a Branch Office Administrator to support a Financial Advisor by delivering exceptional client service and ensuring smooth day-to-day office operations. You will manage daily workflows, respond to client inquiries, schedule appointments, prepare documentation with accuracy, and coordinate meetings and reviews.

Key duties include processing transactions, maintaining detailed client records, and ensuring compliance with regulatory requirements while supporting client

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val's services

Contact Details:

val's services Recruitment Team