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NJR Recruitment are working with a firm of Financial Planning Advisers who are looking for a Trainee Administrator to join their Client Services team. The Trainee Administration will be working alongside the Office Manager and more experienced Administrators and will be responsible for providing back-office support.
Responsibilities:
" Ensure all dealings with clients are carried out in a professional and courteous manner
" Maintain all standards of performance as required by the company
" Prepare client valuations and ensure back office system is updated (Intelligent Office)
" Prepare parts of annual review packs when necessary
" Fully utilise back office system and ensure it is kept up to date with accurate information including service cases/new business/annual reviews etc.
" Scan and file documents using the document management system (Papercloud/Sharepoint)
" Deal with client queries such as death claims, general queries
" Assist with the annual rebalancing of client portfolio's where applicable
Skills and Experience:
" Previous experience working for either a Bank or a Provider
" A Mortgage & Protection Administration background will be considered
The successful candidate will be a team player and have the desire to progress within the company. If this sounds like it could be the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR15671
