Financial Services Assistant

Posted 1 week ago by REED Insurance
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We are looking for a Financial Services Assistant for an IFA based in Belfast.

Responsibilities:

Support the team in client portfolio management and processing on our investment platforms.

Manage client databases on our back office system Intelligent Office.

Undertake office admin to support team including excel analysis, database updating and file scanning.

Printing and saving of quotes, brochures and application forms

Assisting with contacting the Provider agency departments and the recording of fees on our back office system

Contacting companies to obtain or check information for existing policies

Dealing with clients & solicitors to process Death Claims

Assist with the paperwork for Encashment/Surrender of investments and policies

Administration and updates for group schemes

Desirable Criteria

Have previous experience working in a supportive administrative role in Financial Services and/ or Mortgage Services.

Reference: 40646706

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