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Financial Services Administrator
Salary: £24k - £26k + Great company benefits
Location: Worthing (office based)
Hours: Mon-Fri 9am - 17.30pm
Do you want to work for a highly reputable and professional organisation that offers great training and the opportunity to develop and progress your career within financial services? If so, I have a great opportunity to join my client’s financial services department where they deal with investments, retirement, estate and other financial services planning based out of their offices in Worthing
You will have a genuine interest in working within financial services and have a proven background within administration and be able to pick up new systems and processes quickly.
Responsibilities:
- Dealing with the incoming email inbox for administrative queries.
- Dealing with client correspondence and provider queries.
- Diary management, booking in meetings, booking in monthly tasks for completion and system updates.
- Scanning, and uploading documents to their back-office system.
- Office administration, supporting the team and ordering in office supplies.
- Submitting and monitoring letters of authority.
- Assisting in processing new business applications.
- Taking incoming telephone calls and taking messages as required.
- Updating the inhouse CRM system (intelligent office).
- Additional administrative projects and tasks as required.
To apply for this role the right candidate will need the following skills and experience:
- Proven administrative background ideally in insurance or financial services.
- Great organisation and communication skills.
- Able to prioritise effectively and works well under pressure.
- Great IT skills inclusive of Word, Excel and using CRM systems (knowledge of Intelligent office would be an advantage).
- Great telephone manner and client communication skills.
- A genuine interest in working the financial services industry.
This is a great opportunity to join and organisation that offers great training, a friendly and proactive working environment and the opportunity for further study. To be considered for this role please send your CV in ASAP!
