Holborn Assets is seeking to recruit experienced Admin Assistants for New Business Development. As an Admin Assistant for New Business Development, you will be supporting financial advisers, preparing documents, handling queries and overseeing new business pipelines.
Responsibilities
- Supporting advisers day to day in the office
- Administration tasks for all new business applications
- Sending applications to providers
- Handling adviser queries (telephone and email)
- Adding clients to back-office systems and Cloud drive
- Checking and processing new client business applications
- Uploading client documents on the back-office systems
- Updating and managing the CRM system
- Processing suitable certifier applications for advisers and submitting them to providers.
- Overseeing new business pipeline
- Communication missing information for applications to advisers
- Dispatching original client documents to providers
- Preparing client policy documents
Qualifications
- Bachelor Degree in Finance
- Proficiency with MS Office
- Excellent verbal and written communication skills