Administrator
2 weeks ago
Job Profile:
Administrative role supporting in financial services. Previous experience in this industry not essential but would be an advantage and good all-round admin experience is necessary.
Responsibilities include:
- Preparing client files for reviews
- Liaising with the adviser and clients to ensure excellent service is delivered
- Ensuring all client documentation is correctly recorded
- Ensuring all systems and case notes are updated with progress and a clear audit trail is available
- Acting as the first point of contact for clients and resolving queries/problems in a timely manner
- Communicating with clients when additional information is required
Key Skills and Qualities:
- Proven work experience within an administrative environment
- Ideally having worked in financial services but not essential
- Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook
- Strong written and verbal communication skills
- Good telephone manner with the ability to build rapport and provide excellent customer service
- Excellent time management, administration and organising skills with the ability to work within specified timescales and quality levels
- Experience of dealing with client queries in a timely manner
Hours:9am to 5pm Mon to Fri with 1 hour lunch (35 hours)
Salary:
£ £13 per hour rate varies dependent on level of financial services admin experience
Location:
Preston
- (Jo Holdsworth Recruitment)_
Job Types:
Full-time, Temporary contract, Temp to perm
Contract length: 3 months
Salary:
£11.50-£13.00 per hour
Expected hours: 35 per week
Benefits:
- Life insurance
Schedule:
- Monday to Friday
- No weekends
Work Location:
In person
Reference ID:
SJ/Preston
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