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An exciting opportunity has arisen for an experienced Financial Services Administrator to join an expanding team.
Duties will include dealing with the day to day administration of the business;
- Dealing with client queries
- Client reporting and sending portfolio reports to clients
- Preparing fund performance information
- Keeping CRM system up to date
- Dealing with medical underwriting claims
- Dealing with pension and investment applications
- Welcoming visitors
My client is looking for someone who is analytical, has presentation skills and exceptional attention to detail. Experience of working within a financial setting is advantageous, however if you have at least 2 years proven experience working within an administrative role, please do still submit your application.
This is a permanent role working Mon - Fri, 9am - 5pm (30minute lunch).
If you hold the relevant skills and experience, please submit your CV in the first instance. If you would like to discuss the role in more detail, pelase contact Wendy Wakefield or Lesley Freeman at Atkinson Moss.
