Financial Services Administrator

Posted 9 March by DST Featured

The DST office is situated within a 5 minute walk from Chelmsford Bus & Train station.

The team are responsible for servicing our leading investment clients, and their customers.

  • Reference salary based on experience and in line with the ACE salary progression scheme
  • 20 days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flexible benefits scheme
Main Responsibilities

Written enquiry processors provide a bespoke letter response to clients, IFA's (Independent Financial Advisors), investors and other financial institutions.

  • You will receive training on a variety of processes completed by different business areas to enable you to answer client enquiries.
  • You will develop professional internal and external relationships.
  • Within this role you will be trained to have a high level of understanding of client money rules and internal procedures, along with good verbal and written skills, and a high level of attention to detail.
  • You will gain a great understanding of the different investment products we work with, such as ISA's, Unit Trusts, Investment Trusts and OEIC's.
Ideal Candidate

We will provide you the training (paid) to help you gain the skills and confidence required.

You will be joining a great team environment where you will not only develop your skills but also friendships that will last a lifetime. We hold internal incentives to reward work on a weekly/monthly basis, as well as lots of external social events such as football, bowling, meals and end of the month (pay day) team nights out.

The Written Enquiries team is an excellent starting point in the financial administration world, as you will be trained to have a broad understanding of all financial matters.

All we require from you is strong communications skills gained within a customer servicing environment along with a positive can do attitude, and willingness to learn.

Required skills

  • Administration
  • attention to detail
  • proof reading
  • Letter writing
  • finanical services

Application question

Have you 2 years solid experience within an administrative role?

Reference: 34648975

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