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A client based in the Bristol area is recruiting for an Administrator - This vacancy requires experience of working within the financial sector. This position is paying a salary of up to £35,000 depending on experience.
Main purpose:
To provide administrative support to the advisers and Directors.
Reports to:
The Administration Manager
Duties and Key Responsibilities:
Provide general admin support to include:
• Preparing documents including client agreements, letters of authority and other documents.
• Dealing with letters, emails and phone calls from clients and 3rd parties
• Complex case implementation
Managing and maintaining confidential client information to include:
• Opening client files on Office 365 and Intelligent Office.
• Inputting information onto client records.
• Dealing with queries and gathering financial and client information.
• Provide support Admin Support including new business processing, review preparation and processing in a timely and efficient manner.
General responsibilities
Essential Experience
• Working in a financial services office environment
• Understanding of financial services products and processes
• Emails and letter writing
• Accurate input of info onto client records
• Use of systems such as Office, Word etc.
Skills
