Details:
- Salary: £21,840 - Annum
- Location: Colwyn Bay
- Date: 2 weeks ago
Description:
Are you looking to make the next steps in your career, working for a well-established wealth management organisation, who provide financial services to both private and corporate clients? Look no further! We are looking for an experienced Client Liaison Administrator to provide support to deliver an excellent client experience from start to finish.
In the role of the Client Liaison Administrator, you will be:
Acting as first point of contact for the practice dealing with correspondence and calls
Organising meetings and appointments ad well as managing advisor’s diaries
Weekly preparation of all meetings packs for clients
Maintain and update client information onto internal CRM systems
Maintain stock levels and ordering stationary.
Assist with preparation of seminars and conferences
To be considered for the Client Liaison Administrator role you must have:
A positive can do attitude.
Previous diary management and administration experience
To be IT literate including all Microsoft packages (Word, Excel, Outlook)
Excellent organisational skills including the ability to prioritise work load
High level of attention to detail
This is a full-time position working 35 hours per week on a permanent basis. This role located in the centre of Colwyn Bay and a 5 minute walk to the beach front. This role is also accessible by public transport. Offering an annual salary of £21, 840 per annum plus company benefits.
If this sounds like the perfect role for you, please apply today or call Supertemps for more information