Administrator
AdministratorCambridge 25,000 Our client is looking to recruit an Administrator to join their ambitious team. This varied and fulfilling role will play a pivotal part in supporting financial advisers, helping to maintain the high standards of service their clients receive. Key Responsibilities:Support financial Advisers with dealing with enquiries, onboarding new clients, sending out and monitoring letters and processing trade dealsUpdate CRM system, monitor client information, and action all diary entries within given timeframeCarry out client reviews and produce valuations to be reviewed and passed to AdvisersOpen and allocate all post, and post all outgoing post within time allocationsHandle document admin tasks including processing, updating, scanning, and archiving forms and materialsProvide general office support including taking incoming calls and other administrative duties to keep operations running smoothly Who you are:Experience in financial administration or administration with a degree related to a financial fieldConfident within Microsoft ToolsExcellent customer service and communication skillsKnowledge of IFA office procedures and compliance is desirable
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