Senior Financial Services Administrator

Description:

Job Summary:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. In this role, you will be responsible for supporting the financial operations of the organization, ensuring compliance with financial regulations, and assisting with the preparation and management of financial documents. The ideal candidate will possess strong analytical skills, a solid understanding of financial services, and the ability to work effectively with internal teams and clients.

Key Responsibilities and Tasks:

1. Client Account Management:

   • Administer and manage client accounts, ensuring accuracy of all financial records.

   • Prepare and send account statements to clients regularly.

   • Address and resolve any client inquiries or concerns related to their accounts or services.

2. Financial Reporting:

   • Assist in the preparation of financial report

3. Data Entry & Record Keeping:

   • Accurately enter financial data into the company’s systems and databases.

   • Maintain up-to-date records of all transactions, including purchases, investments, and liabilities.

4. Compliance and Regulatory Support:

   • Ensure compliance with relevant financial regulations, policies, and standards.

   • Assist in preparing for audits by gathering necessary financial documents and information.

   • Stay informed about changes in financial regulations and industry trends to ensure continued compliance.

5. Financial Analysis and Support:
   • Provide analytical support for financial planning, forecasting, and decision-making.
   • Assist senior financial staff in evaluating investment opportunities and financial performance.

6. Administrative Duties:

   • Handle general office duties such as answering phone calls, filing, and maintaining confidential client data.

   • Coordinate meetings, prepare agendas, and assist in financial presentations as required.

7. Team Collaboration:

• Work closely with other departments (e.g., accounting, operations) to ensure smooth workflow and efficient service delivery.

• Provide financial insights and recommendations to senior management based on data analysis.

Requirements:

• Administer and manage client accounts, ensuring accuracy of all financial records.

• Prepare and send account statements to clients regularly.

• Address and resolve any client inquiries or concerns related to their accounts or services.

• Assist in the preparation of financial report

• Accurately enter financial data into the company’s systems and databases.

• Maintain up-to-date records of all transactions, including purchases, investments, and liabilities.

• Ensure compliance with relevant financial regulations, policies, and standards.

• Assist in preparing for audits by gathering necessary financial documents and information.

• Stay informed about changes in financial regulations and industry trends to ensure continued compliance.

• Provide analytical support for financial planning, forecasting, and decision-making.
• Assist senior financial staff in evaluating investment opportunities and financial performance.

• Handle general office duties such as answering phone calls, filing, and maintaining confidential client data.

• Coordinate meetings, prepare agendas, and assist in financial presentations as required.

• Work closely with other departments (e.g., accounting, operations) to ensure smooth workflow and efficient service delivery.

• Provide financial insights and recommendations to senior management based on data analysis.

• Technical Skills: 5 to 6 years
• Experience: 5 to 6 years

• Education: A degree in Finance, Accounting, Business Administration, or a related field is preferred.

• Experience: At least 5+ years of experience in financial services or a related administrative role.

• Technical Skills: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint), financial management software, and strong data entry skills.

• Knowledge of Financial Regulations: Familiarity with financial compliance standards and regulations.

• Analytical Skills: Strong attention to detail with the ability to analyze financial data and reports.

• Communication Skills: Excellent verbal and written communication skills to interact with clients, stakeholders, and team members.

• Organization and Time Management: Strong organizational skills with the ability to manage multiple tasks and meet deadlines.

• Problem-Solving: Ability to identify issues and propose solutions to improve financial processes.

Skills and Qualifications:

• Education: A degree in Finance, Accounting, Business Administration, or a related field is preferred.

• Experience: At least 5+ years of experience in financial services or a related administrative role.

• Technical Skills: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint), financial management software, and strong data entry skills.

• Knowledge of Financial Regulations: Familiarity with financial compliance standards and regulations.

• Analytical Skills: Strong attention to detail with the ability to analyze financial data and reports.

• Communication Skills: Excellent verbal and written communication skills to interact with clients, stakeholders, and team members.

• Organization and Time Management: Strong organizational skills with the ability to manage multiple tasks and meet deadlines.

• Problem-Solving: Ability to identify issues and propose solutions to improve financial processes.