Supporting our clients, 24/7
Delivering world-class admin and business support

Admin Support for the Finance Industry

Bespoke support for your financial services business

In 2017, the financial services sector contributed £119 billion to the UK economy, 6.5% of total economic output. The sector was largest in London, where 50% of the sector’s output was generated. In the industry that is renowned for long hours and large workloads, the accuracy and expertise of our team is crucial for our clients. Our support is completely scalable, so you can add services and time as you require. As well as cross-industry experience, we offer a vast range of services including admin, diary and email management, transcription and dictation, social media management, bookkeeping, HR and document production.

SmartPA supporting the finance industry

To help get you thinking about what admin means for your business we have shared just some of the sector specific tasks our team regularly manage.

Diary and Email Management

Let us coordinate meetings, provision time for travel and restored order to your inbox.

Bookkeeping

Regardless of the software package; Xero, Quickbooks, Freeagent or Sage, or if you don’t currently have anything in place, we can support you with VAT, bank reconciliation, invoicing, chasing debtors and expenses.

Meeting Preparation

Manage agendas, coordinate with clients for site visits and in-house meetings, booking annual/quarterly reviews, minute taking and transcription.

Customer Service

Engaging with brokers, uploading certified documents and providing a first point of contact for customers via call handling support.

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