Operations Assistants

4 weeks ago


Colchester Essex, United Kingdom Additional Resources Full time €25,000

Company | Financial Services Role | Administrative Assistant/ PA
Hybrid Remote Working - 2 days/ 3 days
Areas Experience with Administration, Communication, Typing, CRM Systems, Salesforce, Diary Management, Calendars, Meeting Notes, Microsoft Office

The Administrator/ PA role will work for to their client a leading Financial Services company, as the Administrator / PA you will support a team of Financial Advisers with all administrative tasks.

Telephone appointment making with clients, prospects and third parties
Contact and database management (Salesforce)
Liaising with Fund providers to chase for client financial information
Uploading meeting notes onto client CRM system
Full management of client CRM systems
Downloading Financial Services Wealth Accounts and client valuations
If you have great attention to detail, excellent communications skills, good common sense and can think on your feet, this virtual Administrator role is for you

Candidate must be computer literate with the ability to use all standard Microsoft Office Products: Word, Excel, PowerPoint and Outlook to a good standard.

Career progression options available.
Benefits include death in service, pension and private healthcare.



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