Administrator - Financial Services (Part Time)

2 weeks ago


Exeter, United Kingdom Front Row Recruitment Ltd Full time

My client is one of the UK's leading Wealth / Independent Investment Managers and they currently require a motivated Administrator to join their Exeter branch. This is a part time role working from Monday - Friday from 9.30am to 3pm and duties will include:

- Processing outgoing and incoming post
- Preparing client meeting documents for the Investment Managers
- Preparing new client documentation as well as assisting with new client on-boarding
- Ensuring that any client documentation meets regulatory requirements
- Dispatching client valuations
- Assisting with client account opening and maintenance
- Greeting clients who visit the office

Applicants must possess excellent communications skills, both verbal and written, along with a keen eye for detail. You will be highly organised and adaptable with a positive and friendly approach to daily tasks. Good knowledge of programs such as word andexcel is important as well as the ability to sometimes work under pressure.

This is a great opportunity to join a highly respected company offering a great working environment, part time hours and a generous benefits package.


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