Operations Administrator

Operations Administrator Location: Somerset Contract: Permanent Salary: 30,000 - 36,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently working on behalf of a client within the Financial Planning sector, who are looking to recruit an Operations Administrator to join their team. This is a varied, client-facing administrative role, supporting the smooth running of the office and providing key operational support across client administration, provider liaison, meeting preparation and day-to-day office duties. The role would suit someone highly organised, professional and comfortable working in a busy financial services environment where accuracy, communication and attention to detail are essential. Key ResponsibilitiesWelcoming visitors and providing a professional front-of-house serviceAnswering telephone calls, taking messages and maintaining phone logsSupporting meeting hospitality, including preparing rooms and refreshmentsIssuing client regulatory packs, appointment confirmations and client agreementsProducing portfolio reports through IntellifloProcessing Letters of Authority and chasing providers for outstanding informationAssisting with research using tools such as Iress Exchange, FE Analytics, Moneyfacts and provider websitesPreparing client presentations, illustrations, agendas and supporting documentationCompleting application forms, encashment forms and trust deed documentationChecking identity ..... full job details .....