Our client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years.
The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom.
They are looking to recruit an Administrator to join the team to provide a professional service that will support the day-to-day operation of the office, working alongside the Adviser Support Team.
You will provide an effective and efficient service to contribute to the smooth running of the office by providing a high quality, proactive and professional mailroom and scanning service
This is a great opportunity to become part of a busy administration team and begin a rewarding career within Financial Services
Responsibilities
Document scanning and handling post
To provide a professional, efficient reception service for both internal and external clients
To sort, collate and distribute all incoming mail and courier parcels into bundles for scanning or delivery. Arrange external courier services, as required
To prepare and scan all necessary documents into internal document management system
To ensure that high priority incoming and outgoing mail is processed in accordance with its priority level
To perform regular quality checks resolving any issues with both hard copy and electronic postal scanning systems and redirect inaccurately addressed mail to correct recipient
To organise the catering for internal and external functions
To order stationary in line with office requirements
To greet and collect clients from the main reception
To support administrators and other colleagues with general administration work adhering to the relevant internal service standards
To process incoming client queries received from and relating to, ensuring all appropriate action is taken in accordance with instructions received and internal policies and procedures
To develop and maintain good working relationships with clients, advisers, administrators, , product providers and colleagues throughout the Company
About You
Educated to GCSE, (O Level or equivalent standard, to include Maths & English)
Office based administration experience with a focus on customer service, preferably within the Financial Services Industry
CF1 or equivalent Financial Services qualification would be desirable
Competent IT knowledge and accurate keyboarding skills
Excellent communicator, both oral and written
Strong interpersonal skills, a team player
Experience of working to targeted service standards
Proven track record in delivering customer satisfaction
Ability to organise and prioritise workload
Adaptable/flexible approach to work within a changing environment
Benefits
Initial holiday entitlement of 25 days plus bank holidays
An extra day off on your birthday!
Participation in the Company’s Flexible Benefits Scheme
Financial Services Administrator
Our client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years.
The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom.
They are looking to recruit an Administrator to join the team to provide a professional service that will support the day-to-day operation of the office, working alongside the Adviser Support Team.
You will provide an effective and efficient service to contribute to the smooth running of the office by providing a high quality, proactive and professional mailroom and scanning service
This is a great opportunity to become part of a busy administration team and begin a rewarding career within Financial Services
Responsibilities
About You
Benefits
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