Current jobs related to Financial Services Administrator - Lexington - (function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f

  • Financial Operations Assistant

    2 days ago

    Lexington, Kentucky, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Services Representative. As a key member of our support team, you will play a critical role in ensuring the smooth operation of our financial services.Key ResponsibilitiesClient Support: Provide exceptional customer service to our clients, responding...

  • Financial Advisor

    4 weeks ago

    Lexington Park, United States First Command Financial Services Full time

    Financial Advisor var a 2 aconfig = a 2 aconfig || {}; a 2 aconfig.onclick = 1; Financial Advisor --> Non-Corporate. Lexington Park, MD - ID: LEX 2024 - Full-Time/ Regular 4 out of 5 of our Advisors are veterans or military spouses. Who we are:First Financial Advisor, Advisor, Financial, Financial Planning, Banking

  • Administrative Services Assistant

    1 month ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Job TitleAdministrative Services AssistantRequisition NumberRE46652Working TitleDepartment Name14000:Office Of DevelopmentWork LocationLexington, KYGrade Level42Salary Range$ /hourType of PositionStaffPosition Time Status Full-TimeRequired EducationAAClick here for more information about equivalencies:Required Related Experience4 yrsRequired...

  • Administrative Services Assistant

    1 month ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Posting DetailsPosting Details Job Title Administrative Services Assistant Requisition Number RE46652 Working Title Department Name 14000:Office Of Development Work Location Lexington, KY Grade Level 42 Salary Range $ /hour Type of Position Staff Position Time Status Full-Time Required Education AA Click here for more information about...

  • Administrative Services Asst/UKHC

    3 weeks ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Job TitleAdministrative Services Asst/UKHCRequisition NumberRE46950Working TitleAdministrative Services AsstDepartment NameMG350: NeurologyWork LocationLexington, KYGrade Level08Salary Range$ /hourType of PositionStaffPosition Time Status Full-TimeRequired EducationAAClick here for more information about equivalencies:Required Related Experience4 yrsRequired...

  • Administrative Services Assistant

    1 month ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Posting DetailsPosting Details Job Title Administrative Services Assistant Requisition Number RE46467 Working Title Admin Assistant Department Name 40546:Center for the Environment Work Location Lexington, KY Grade Level 42 Salary Range $ /hour Type of Position Staff Position Time Status Full-Time Required Education AA Click here for more...

  • Financial Services Team Leader

    1 week ago

    Lexington, Kentucky, United States Wells Fargo Full time

    Financial Advisor Branch ManagerWells Fargo is on the lookout for skilled professionals who prioritize customer satisfaction in their work. We value candidates who support diversity, equity, and inclusion, fostering an environment where everyone feels appreciated and motivated.About the Position:We are seeking a Financial Advisory Branch Manager within our...

  • Client Services Representative

    6 days ago

    Lexington, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Service Associate

    4 weeks ago

    Lexington, United States Edelman Financial Engines Full time

    DescriptionAt Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and...

  • Junior Financial Consultant

    5 days ago

    Lexington, Kentucky, United States Stone Press Financial Group Full time

    Position OverviewAre you driven by an entrepreneurial mindset?At Stone Press Financial Group, we prioritize meaningful work within a culture that values individuals. Become part of a thriving organization where your career trajectory is in your hands, and your contributions matter every day. We believe that success is not solely about metrics; it’s about...

  • Junior Financial Consultant

    1 week ago

    Lexington, Kentucky, United States Stone Press Financial Group Full time

    Position OverviewAre you driven by an entrepreneurial mindset?At Stone Press Financial Group, we are dedicated to making a difference in a workplace that values individuals. Become part of a thriving organization where your career progression is in your hands, and your contributions matter daily. We believe that true growth transcends mere numbers; it...

  • Administrative Services Assistant

    1 month ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Posting DetailsPosting Details Job Title Administrative Services Assistant Requisition Number RE46560 Working Title Department Name 8K000:College of Law Work Location Lexington, KY Grade Level 42 Salary Range $ /hour Type of Position Staff Position Time Status Full-Time Required Education AA Click here for more information about equivalencies: ...

  • Strategic Policy Writer for Financial Services

    1 week ago

    Lexington, Kentucky, United States Softworld, a Kelly Company Full time

    The mission of the Financial Services Department is to deliver Finance, Travel, and Property services effectively to bolster world-class research and development initiatives. As they adapt their accounting practices, additional expertise is required to facilitate both system applications and policy modifications.**An Interim Clearance will be necessary for...

  • Client Service Associate

    4 weeks ago

    Lexington, United States Edelman Financial Engines Full time

    Description At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and...

  • Food Service Administrative Coordinator

    1 week ago

    Lexington, Kentucky, United States Compass Group USA Full time

    Position Title: SALES COORDINATOR (RESTAURANTS AND CAFES)Pay Range : $22.00 to $25.00Job SummaryOverview: This role is pivotal in providing clerical and administrative assistance to food service operations.Key Responsibilities:1. Manage incoming calls and direct inquiries with professionalism and a focus on client satisfaction.2. Maintain secure and...

  • Administrative Services Assistant

    4 weeks ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Job Title Administrative Services AssistantRequisition Number RE46766Working TitleDepartment Name 81500:Dietetics and Human NutritionWork Location Lexington, KYGrade Level 42Salary Range $ /hourType of Position StaffPosition Time Status Full-TimeRequired EducationAAClick here for more information about equivalencies: Required Related Experience4 yrsRequired...

  • Financial Services Professional

    3 months ago

    Lexington, United States Bankers Life Full time

    Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...

  • Financial Services Consultant

    1 week ago

    Lexington, Kentucky, United States City National Bank of West Virginia Full time

    Position OverviewThe Client Relationship Specialist plays a crucial role in delivering outstanding customer support, ensuring that all client requirements are addressed effectively.Key ResponsibilitiesProvide exceptional customer service to enhance client satisfaction.Actively promote and sell a range of financial products and services to both new and...

  • Financial Services Representative

    2 days ago

    Lexington, Kentucky, United States Western & Southern Life Full time

    About the RoleAt Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.Key...

  • Administrative Services Assistant

    4 weeks ago

    Lexington, Kentucky, United States University of Kentucky Full time

    Job TitleAdministrative Services AssistantRequisition NumberRE46766Working TitleDepartment Name81500:Dietetics and Human NutritionWork LocationLexington, KYGrade Level42Salary Range$ /hourType of PositionStaffPosition Time Status Full-TimeRequired EducationAAClick here for more information about equivalencies:Required Related Experience4 yrsRequired...

Financial Services Administrator

2 months ago

Lexington, United States (function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f Full time

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, just outside of Lowestoft. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Key responsibilities Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Process and monitor new business and top ups to existing business through to completion. Prepare client valuations and review packs 2 weeks ahead of client meeting dates. Process all post-review related paperwork and prepare relevant correspondence as required. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties. Prepare new client meeting packs. Calculate fees, raise client invoices and chase outstanding fees as required. Effective management of day-to-day work through the company’s workflow system. Other general administration duties as assigned. Role requirements Certificate in Financial Services or working towards qualification (Desirable) Grade A-C or 9-4 including English and Maths (Essential) Previous experience in Financial Services within an IFA setting (Essential) Understanding of FCA rules, ethics and financial regulations (Essential) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Essential) Strong IT skills, MS Office Word and Excel Excellent organisational and communication skills Able to demonstrate an adaptable/flexible approach to work within a changing environment Ability to work within a team environment Inter-personal skills, both written and verbal Experience of using IO (Desirable) Benefits Death in service policy 21 days holiday + BH, increases incrementally following 2 years service to a maximum of 27 days Support with professional qualifications Flexibility on working hours and some working from home, subject to a satisfactory probation period.

#J-18808-Ljbffr