Back to search
- Trainee Finance Administrator
- Keeping the database up to date
- Generating relevant documentation to send to clients
- Conducting background checks
- Collation of all compliance documents
- Updating client information
- Scanning and distribution of incoming post
- Answering the phone & filtering calls/sending telephone messages
- Meeting & greeting clients at office appointments
- Have a professional telephone manner and excellent communication skills
- Proficient in the use of IT equipment and software packages including the Microsoft Office Suite
- Be able to prioritise workload and to meet deadlines
- A high level of numeracy skills
- Good written and verbal communication skills and can create well phrased and grammatically correct letters and emails to clients and providers.
- Ability to work effectively in both a team and independently
- Flexibility in attitude and approach
- High attention to detail
- Strict confidentiality and adherence to Data Protection protocols
- Confidence and initiative to take on responsibility
- Able to work without supervision whilst being comfortable asking questions to clarify understanding.
