Administrator; Financial Services

Responsibilities

Supporting the team, you will be tasked with a range of administrative duties to include;

• Opening and preparing client files through to completion
• Client research, providing a range of information for the team
• Ensuring the CRM is updated
• Obtaining quotes from providers and other third parties
• Dealing with new and existing clients via phone and email

• Proven administrative experience gained within financial services is essential
• Excellent communication and customer service skills as you will be dealing with clients at all levels
• Effective time management and able to work in a deadline driven environment
• Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems

• A competitive salary and benefits package
• Full-time Monday to Friday - 100% office based
• The chance to develop your career with a successful and forward-thinking firm
• Full training and professional study support