Administrator

2 weeks ago


Preston, Lancashire, United Kingdom Jo Holdsworth Recruitment Full time
Seeking long term temporary work? This might appeal. A varied and interesting administrative temp role, initially for 3 months but could extend. It requires good administrative experience and commitment. The role sits in financial services and any experience in this sector would be an advantage/preferred. Mon to Fri North Fulwood, Preston.

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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