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Savings Administrator

Tulip Recruitment
Posted 12 hours ago, valid for 8 days
Location

Basingstoke, Hampshire RG21 7QU, England

Salary

£23,810 per annum

Contract type

Full Time

Retirement Plan
Life Insurance

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Sonic Summary

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  • A reputable organization is seeking a Savings Administrator to join their team due to continued growth.
  • The role involves servicing savings customers by completing various administrative tasks related to their accounts, including account openings and ISA processing.
  • Candidates should have proven experience as an administrator, preferably in the financial services industry, and a good understanding of Microsoft Office products is desired.
  • The position offers a competitive salary along with an annual performance-related bonus, a generous pension scheme, and 25 days of annual leave plus bank holidays.
  • This office-based role requires excellent communication skills and the ability to adapt to a constantly evolving environment.

Due to continued growth, this reputable organisation has an opportunity for a Savings Administrator to join them on an exciting and rewarding career path.

The Savings Administrator will play a key role in servicing savings customers through completing a variety of administrative tasks associated with their accounts. From the opening of accounts and efficiently on-boarding customers, through to estate management and ISA processing, this is a varied role where you will be involved in many administrative tasks and responding to customer enquiries in writing and by telephone, where required.

This is an office based working Monday to Friday, 37.5 hours per week

Required experience

  • Proven experience working as an administrator, ideally within the financial services industry. Considering the nature of this role, if you have savings or investments product knowledge experience, this would be highly advantageous.
  • Excellent communication skills, with a passion for delivering a first-class customer experience.
  • The ability to prioritise key tasks effectively and completing them pro actively.
  • The environment is constantly evolving; therefore, it is also important that you are comfortable with adapting to change.
  • Working autonomously, as well as part of a team with the ability to pay meticulous attention to detail.
  • Confident working with various computer systems; therefore it is desired that you have a good understanding of Microsoft Office products.

Benefits

  • Competitive salary
  • Annual performance related bonus based on individual and company performance.
  • Generous contributory pension scheme
  • Life assurance
  • 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply)
  • Receive an extra day paid annual leave for Volunteering
  • Discounted gym membership

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.