Financial Services Administrator

Independent Appointments Ltd
Denner Hill
16 Jul 2017
25 Jul 2017
Job role

Office Administrator sought to act as the initial point of contact for client queries as well as liaising with financial services product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal/external parties.

Specific Responsibilities:
Screening phone calls, enquiries and requests, and handling them where appropriate.
Client correspondence, written and verbal.
Processing new business and preparing client review packs.
Illustration requests.
Liaising with clients, suppliers and other staff.
Providing back office support.
Photocopying, scanning, filing and dealing with post.
Maintaining client records.

Experience & Skills:
The role requires a reliable individual who has the ability to manage and prioritise workloads.
Excellent organisational abilities are a must.
Previous work experience in the Financial Service and/or a strong administrative background.
Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
Excellent communications skill including written and telephone.
Analytical and problem solving skills.
Excellent planning and organisational skills.
Confident with IT and office software packages (Word, Excel, PowerPoint etc).
A knowledge of Adviser Office would be an advantage.

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