Data Entry Executive

Posted 12 April by Office Angels
Easy Apply
Data Entry Executive
£9 per hour + bonus
Monday-Friday, 32 hours per week
Chelmsford, Essex

*Benefits: on-site free parking, monthly and annual bonus opportunities, sponsored study support for financial service exams, small and friendly team, great location*

My client, a successful financial adviser based in Chelmsford, Essex are currently seeking a Data Entry Executive to join their team on a permanent basis. This is a fantastic opportunity to join a business that care about their staff and offer career progression.

The key responsibilities involve maintaining Intelliflo Back Office System, arranging client transactions and supporting responsibilities within in the Operations department. Full training will be provided and the opportunity for sponsored financial services relevant exams.

Responsibilities include, but are not limited to:
  • Intelliflo Back Office System
    • Ensuring all data is captured and entered accurately
    • Adding and updating client details / policy information
    • Logging client phone calls
    • Creating template letters / generating letters
    • Adding client appointments
    • Migrating data from spreadsheets into Intelliflo
  • Client Servicing Spreadsheet
    • Adding and updating client details / policy information
    • Obtaining provider valuations
    • Quarterly Client Servicing Project
  • Client Transactions
    • Creating illustrations
    • Money Laundering checks and producing ML Certificates (MLC)
    • Produce Transaction Confirmation letters
    • Collate and populate relevant forms & paperwork
    • Adding transactions to Business Register spreadsheet
    • Dealing with associated Client queries
  • AdHoc
    • Calling clients to book appointments / adding to diary
    • Other general administrative duties - e.g. writing letters / scanning etc.

Essential Skills

The ideal candidate will take a pride in their work, with an excellent eye for detail and the ability to work on own initiative and manage various tasks to ensure they are completed within the agreed timescales. The ideal candidate must be numerate, with clear written and spoken language skills and able to write client-facing material. The work involved requires an ability to concentrate and remain focused in order to ensure high levels of accuracy. Good working knowledge of all Microsoft systems is essential, in particular Excel and Word.

Desirable Skills

  • Experience with Back Office Systems - particularly Intelliflo
  • Experience within the Financial Services Industry

If this sounds like an ideal role for you then please do not hesitate to contact us. We would be delighted to receive your CV.

To confirm your identity, you will be required to bring your passport with you when registering. Registration takes approximately 1 hour 45 minutes.

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If you do not live in the local area please let know what your plans for relocation are.

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Office Angels are an equal opportunities employer' and confirm Office Angels are an Employment Business (short term/contracts) or Recruitment Agency (perms).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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Reference: 37746500

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