Financial Admin Assistant / Client Support
Undisclosed (UK Financial Services)
📍 Remote💰 $1,000/moFinanceFull-TimeDirect
About the role
We are looking for a proactive and organized Admin Assistant to support a growing financial services business based in the UK. Full-time, 4pm to 1am PH time.
Responsibilities: managing and updating CRM systems and client records, assisting with client onboarding and admin processes, preparing and organizing documents, following up with clients via email and phone, supporting the advisory/admin team with day-to-day operations, and maintaining accurate and confidential records.
Ideal candidate: comfortable navigating CRM systems, previous finance or financial services administration experience is a plus, organized and detail-oriented, willing to learn new systems and processes quickly.
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