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Job Description
Financial Administrator responsible for supporting financial planning activities, including financial reporting, client documentation, and policy administration.
Key responsibilities include:
- Draft and develop comprehensive financial plans based on advisor recommendations.
- Prepare financial reports, including cash flow forecasts, risk assessments, and investment summaries.
- Assist with client meeting preparation, including agenda creation and follow-up.
- Process new business applications, pension transfers, and retirement claims.
- Deal with life company queries and process service requests.
- Check and issue policy documents to clients.
- Assist financial advisors as needed.
- Generate reports detailing outstanding cases for life companies.
Key characteristics and skills required:
- Friendly, outgoing attitude and professional manner.
- Client-focused and efficient, with attention to detail.
- Ability to handle and prioritize multiple tasks to deadlines.
- Excellent organizational skills and time management.
- Ability to work in a team environment.
- Strong written and verbal communication skills.
- Strong knowledge of MS Office applications, including Word, Excel, and Outlook.