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Administration Assistant

3 months ago

Glasgow, Glasgow City, United Kingdom Cornmarket Group Financial Services Ltd. Full time

EIS Financial Services:

EIS Financial Services was originally formed by The Educational Institute of Scotland (Teachers Union) to give EIS Union members and their families' access to a dedicated team of professional financial planners providing impartial advice including retirement Planning, investment planning with a strong understanding of the Teachers' and other educational specialists pension schemes.

Role:

The Administration Assistant will work within the operations team and provide administrative support to our small team of Independent Financial Planners and our Review team.

Location:

There are two permanent positions; one full time one part time (two days equivalent). Hours are flexible and by discussion and also flexible working from home is possible once training is complete. Some experience in Financial Services would be desirable. However, training will be given and initially this will mean being based in the EIS Financial Services offices in Clairmont Gardens, Glasgow.

Accountabilities of the Role:

  • Acknowledging, vetting and processing of new business applications for all products in an accurate and timely manner
  • Check and field enquiry emails
  • Prepare paperwork for client meetings including all relevant compliance documentation
  • Prepare first draft suitability reports for life, pension and investment options
  • Liaise with investment companies and providers to obtain the necessary information, updates and/or documentation as required
  • Maintain client data in 'Intelligent Office' in a timely and accurate manner. Scan various documents to IO. (e.g. mail, statements, receipts)
  • Ad hoc administrative tasks as required
  • Ad hoc support to SMF16, MD and Financial Planner Manager
  • Print and issue paper based annual reviews
  • Participate in various quarter-end processing functions (data audits, reporting and billing). Reconcile bank accounts for income.
  • Reconcile Xero (accounting system)
  • Production of MI for weekly management reports
  • Preparation of quarterly KPI reports for compliance
  • Add leads to excel and pass on the leads management
  • Provide a professional, friendly and compliant service to our customers in person and over the phone
  • Comply with the risk control and regulatory requirements that are relevant to this role

Skills & Knowledge Required:

  • Experience providing excellent customer service in person or over the phone desired
  • Previous administration experience advantageous
  • The ideal candidate will be working towards or willing to work towards a level 4 Certificate in Financial Advice
  • Proficient in the use of Microsoft Packages (Word, Excel, Outlook)
  • Excellent attention to detail
  • Experience working collaboratively as part of a team

Behavioural Competencies Required:

  • Approachable and a can-do attitude
  • Quality-focused with a Customer First approach
  • Excellent attention to detail
  • Excellent communication skills
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