We are a home office based financial planning practice dedicated to helping clients achieve their financial goals. We are seeking an organized, detail-oriented Part-Time Administrative Assistant to support our daily operations. In this role, you will be the backbone of our administrative workflow, ensuring our client records are flawless and our adviser is fully prepared for every meeting.
Key responsibilities
- Maintain accurate and up-to-date client files within AdviserLogic
- Enter client data, fact-find details, and notes with high precision
- Generate standard reports and data summaries from the platform as requested
- Coordinate adviser calendars, schedule client reviews, and book meetings
- Act as a welcoming first point of contact for clients via phone and email
- Prepare and send digital welcome packs and onboarding documentation
- Gather external data from product providers (insurance, superannuation, investments)
- Assist in preparing compliance-ready folders and review templates for advisers
- Follow up on missing client signatures, application forms, and identity verification
About you
- Minimum 1 year of office administration experience
- Prior experience working within financial planning or qualified services is highly regarded
- Proficiency with AdviserLogic is a significant advantage
- Strong digital literacy in Microsoft 365 (Word, Excel, Outlook) is required
- High attention to detail
- Strong data entry accuracy
- Absolute discretion with sensitive client wealth data
- Excellent verbal communication skills
📌 Part Time Adminsistrative (Cleveland)
🏢 Infinite Financial Solutions
📍 Cleveland
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