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Financial Services Administrator

Posted 2 January by Indie Recruitment Limited Ended

A fantastic opportunity has arisen for a Financial Services Administrator to join a well-established and growing firm in Exeter.

You will be responsible for the processing and allocation of adviser remuneration and organising accounts on a monthly basis. The role involves a great deal of typing, utilising digital dictation, and you will also deal with customers and clients face to face and over the phone. You will also assist with incoming and outgoing post and general office administration.

The ideal candidate will have previous experience within the IFA environment and knowledge of Intelligent Office (IO) software would be advantageous.

KEY COMPETENCIES

  • A confident, professional and pragmatic approach to all duties
  • Good communication skills both written and verbal
  • Excellent numerical skills
  • IT skills, use of Microsoft package
  • Positive attitude and a willingness to learn more about the system
  • Effective team player

Office hours are Monday to Friday from 9am - 5pm with an hour for lunch.

If you do not have any contact from us within 7 working days please assume that on this occasion unfortunately your application has been unsuccessful, and we invite you to submit your CV for other roles you feel your skills, qualifications and experience match.

Required skills

  • Communication Skills
  • Financial Services
  • Office Administrator
  • Secretarial Support
  • Typing

Reference: 33879550

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