We are looking for a Team Assistant to join our clients support team in Ipswich, providing administrative support to the financial advisor teams. This is a fantastic business to join, at a great time where they are going from strength to strength. Well decorated with awards, this business is a strong employer in the region.

Benefits include: discretionary bonus, hybrid working, career progression, funded qualifications and more.

Key Accountabilities

• Providing full administrative support to the financial managers and their teams in their day-to-day duties.
• Co-ordinating account opening for clients, preparing client meetings, assisting with client communications
• Reviewing reports, submitting journals
• Actioning payment requests for clients and initiating and monitoring transfer requests
• Providing full administrative support to the team in their day-to-day duties.
• This will include, but not limited to, preparation and dispatch of documents to clients or provider
• Processing returned documents such as Letters of Authority and liaising with third parties to obtain client information via either email or phone.
• Answering the main switchboard and directing calls to the appropriate individuals/teams.
• Greeting clients and visitors to the office.
• Opening, scanning and distribution of daily post to all teams.
• Enveloping, stamping and dispatch of daily outgoing post.
• Any other administrative duties that may arise within the business.

Candidate Profile

Previous office experience

Previous experience of working in a financial services or professional services environment is essential

Will possess a client focus and concern for quality

Will have a good understanding of anti-money laundering (AML) principles

A diligent worker with a high level of attention to detail