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Financial Administration

Posted 6 March by Office Angels Easy Apply Ended

We are looking for an experienced Administrator to join a busy administration team and take on the responsibility for a bank of clients and ensure that the servicing of these clients meets the high standards expected.

They are very much a team, as such a new member must be must a team player. You must be experienced in diary management, be confident in your ability to prioritize workloads and be organized in your approach.

Duties would include:

  • Reporting to Administration Manager
  • Adhere to Data Protection Regulations
  • Sending letters of authority to providers to obtain current plan information. Following up to ensure that information is received back and updating internal office paperwork.
  • Requesting fund reviews once sufficient information received.
  • Running risk questionnaires through the online profiler and updating the system.
  • Preparing reports for sending to clients, including gathering enclosures and preparing forms.

Office Angels is acting as an Employment Business in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

Reference: 34614186

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