£21000 - £24000 Per year
Finance Administrator
Permanent,Full-time
Job Description
Duties for this role will include:
- To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
- Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
- Ensure all client electronic files are maintained to a very high standard and regularly updated.
- To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
- To deal with incoming phone calls or taking messages for colleagues
- Arranging meetings with clients on behalf of the Financial Planners if required
- Sending confirmation of appointment emails/letters.
Required Knowledge, Skills, and Abilities
You will have:
- Organised with the ability to multi-task.
- High level of accuracy and attention to detail.
- Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but is not essential.
- Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.
Reference no: 91846