Administration Assistant

Efficient and detail-focused Administration Assistant supporting financial planning teams—ensuring seamless client service, accurate portfolio administration, and smooth workflow execution.

Job Overview:

Provide high-quality administrative and client support across the financial planning lifecycle. Support advisers before and after client meetings, assist with review cycles, coordinate advice implementation, manage investment platform administration, and maintain accurate records and workflow. Deliver professional service while ensuring compliance, audit readiness, and timely execution of all tasks under adviser instruction.

Key Responsibilities:

• Client Service & Communication:
• Respond to client inquiries professionally and promptly.
• Prepare meeting packs, agendas, and action follow-ups.
• Maintain accurate client records and CRM notes.
• Coordinate with third parties (platforms, insurers, super...