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Administrative Assistant (Part-time)

£8,000-£12000 per year depending on qualification.

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An Investment Advisory Firm is seeking an Administrative Assistant, this is a part time job position.
Drawing from your experience and/or education in prior administrative roles and possibly in the financial industry, you will support the daily administration needs of the Investment Advisor (IA). You must have excellent organizational skills and are self-motivated with solid work ethic and open to learning more about the financial industry and operating an investment advisory business.

Key Task and Responsibilities:

Assist the IA in preparing for client appointments

Respond to client inquiries on administrative questions

Follow up with clients on active inquiries

Communicate effectively with the advisor you work with directly

Manage incoming and outbound client phone calls and emails

Ensure client accounts are processed accurately including account opening/closing and transfers

Communicate with head office associates on compliance and operational matters

Booking client meetings and managing the IA schedule

Administrative project work


Works well individually and as part of a larger team – will have to co-ordinate with another associate

Skilled in Microsoft Office

Quick learner adept to grasping new technologies and processes

Organized, focused and capable of working under deadlines

Discreet and experienced in handling confidential client information

Driven to deliver client service excellence

Qualifications and Experience:

High school or equivalent

Prior experience in an administrative role is a must

Prior experience in the financial industry is an asset

Role details:

Part time hours – 15-20 hours a week

Potential to lead to more hours or to full time in the future * Flexible work hours

Potential to work from home certain days

Competitive compensation to be commensurate with experience

Qualified applicants are invited to submit a resume and covering letter through the apply now link. All applications will be held in strict confidence. We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted.

Job Type: Part-time

Salary: £8,000-£12000 per year depending on qualification.


administrative: 1 year (Preferred)
administrative assistant: 1 year (Preferred)

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