img
Permanent

Administrator

Cambridge
money-bag 25000.00-25000.00 Annual
3059670808
Posted 2 days ago

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

Other jobs of interest...

Delta Personnel Ltd
ChawstonYesterday
money-bag10000-500000 Annual
Total IT Technology Solutions Ltd
BedfordYesterday
money-bag30000.00-30000.00 Annual
Anne Corder Recruitment
CambridgeshireYesterday
money-bag25000.00-25000.00 Annual
SK Leonard Ltd
Bedford
money-bag12.50-12.50 Hourly
Education Personnel Management
Huntingdon
money-bag10000-500000 Annual
Prime Appointments
Littleport
money-bag25000.00-25000.00 Annual
Internet Watch Foundation
Cambridge
money-bag10000-500000 Annual
Rise Technical Recruitment
Bedford3 days ago
money-bag28000.00-28000.00 Annual
Pertemps Hemel Hempstead
Bedfordshire3 days ago
money-bag13.00-13.00 Hourly
Response Personnel Ltd
Flitwick3 days ago
money-bag26500.00-26500.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!