If so ... look no further! Reed Business Support is currently recruiting for an exciting position within administration for an organisation in Newcastle City Centre!
This is an amazing opportunity to join a forward thinking organisation who can offer a great career!
- Assist with the day to day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
- General administration to include:
- Communicating with Financial Advisers and clients
- Preparation and processing of all new client documentation and amendments
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of payments clients
- Liaising with colleagues within Business Support regarding administration of client accounts.
- Ensuring client details and reviews are recorded correctly on systems
- General record keeping and electronic filing
- Adhering to Conduct Risk standards
- This list is not exclusive and there may be additional duties to perform
Previous administration experience is essential – additional training will be provided.
Intermediate knowledge of MS Word/Excel/Outlook preferred.
Ability to type preferred but not essential
- Accuracy, numeracy, attention to detail
- Clear and concise communication skills – oral and written
- Ability to meet deadlines/work within restricted timescales
- Flexible and reliable team member
- Ability to work on own initiative to achieve required results
- Collaborative and inclusive approach to work
Reed Specialist Recruitment Limited is an employment agency and employment business
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