Financial Services Administrator

Posted 9 February by Juice Recruitment Ltd

Juice Recruitment are delighted to be working in partnership with an independent financial services practise based in Clifton Village with the appointment of an Administrator to join their small, close knit team.

This is a superb opportunity for a naturally driven, motivated and outgoing individual, seeking a varied role that will see you playing an integral part of the smooth running of a busy office. The successful candidate will be a natural self-starter, who strives for excellence - You will enjoy engaging with clients and providing a first-class support function to a wider team.

The will see you working closely with the Practice Manager and Marketing & Events Manager, alongside the wider team:

  • Managing client queries; liaising with relevant parties to chase outstanding documents
  • Keeping client files and records updated accordingly
  • Meeting and greeting clients
  • Diary management
  • Managing office supplies and suppliers (stationery/office machinery etc)
  • Sending appointment letters to clients
  • Updating confidential client records
  • Managing client queries and directing to the relevant financial advisor
  • Ordering and managing office supplies
  • Meeting and greeting clients
  • Ordering event literature
  • Managing event all marketing and events administration
  • Updating event delegate lists
  • Purchasing clients gifts as required
  • Scanning, filing, photocopying
  • Ensuring the office runs smoothly and effectively

Benefits:

  • Hours - 9am - 5pm
  • Achievable Bonus structure
  • Career development / Ongoing training and qualifications

The successful candidate will demonstrate excellent attention to detail and organisation skills. You will confidently use your initiative and learn new tasks quickly. You will be naturally self-motivated and enjoy seeing tasks through to completion. Excellent communication skills, both written and over the telephone are essential to succeed in this role. Proficiently in all Microsoft packages is essential.

If you are looking for a varied role, within a reputable organisation where you will see your hard work and commitment to the role financially rewarded and recognised, contact Kate at Juice Recruitment

Reference: 34122804

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