Administrative Retirement

Responsibilities

• Manage telephone contact with clients and prospects
• Handle electronic calendars, organize meetings, training sessions, and travel arrangements
• Support consultants with business development and marketing activities
• Administer the client contracting process, ensuring compliance with firm quality standards
• Archive contracts in the appropriate databases
• Maintain and update client databases (Know Your Client, CRM entries)
• Coordinate with Project Managers on financial management of project codes in Oracle
• Prepare accounting adjustments and coordinate instructions between the Retirement team and the billing department
• Stay updated on internal company processes to guide the team through updates or changes
• Coordinate document signing processes with the Head of Retirement

Requirements

• FP de Grado Superior in Administration and Finance, Management Assistance, Secretarial studies, or equivalent
• At least 3 years of experience as a senior secretary or administrator
• Relevant experience in financial processes
• Proficiency in Microsoft Office applications
• High level of English (ability to communicate orally and in writing in a professional environment)
• Strong organizational and communication skills