Part Time Administrator - Wealth Management

Financial Services Administration

Reference ID

AL884

Category

Financial Services Administration

Salary

£17,000 - £20000 per annum full time equivalent

Contact Person

Angela Liscombe

Job description

Administrator  Wealth Management

Derbyshire (our ref AL884)

Part Time - 9am to 2pm Monday to Friday

Salary £17,000 - £20,000 full time equivalent

 

My client is an established Wealth Management organisation and they are looking for an administrator to join their existing team.

 

The role will involve:

 

Sending out letters of authority to investment and pension providers, chasing and monitoring them

Preparing trust paperwork

Updating client fact find forms, data input

Preparing client review letters

Covering the reception desk for lunch cover and other times when the receptionist is unavailable

Being second port of call for answering incoming telephone calls

Helping clients with queries, arranging appointments etc

General administration including photocopying, scanning, filing, opening and distributing the post

 

The person we are looking for:

 

Professionally presented

Excellent communication skills

Previous experience working within a professional office, ideally within financial services

Literate and numerate

Able to work within a team and alone

IT literate

Produces accurate work in a timely manner

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

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