Financial Services Administration
Reference ID
AL884
Category
Salary
£17,000 - £20000 per annum full time equivalent
Contact Person
Angela Liscombe
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.