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Financial Services Administrator

4 months ago

Colchester, United Kingdom Virtual PA Solutions Ltd Full time

A continued high demand for support services in the financial industry has resulted in the sustained growth and expansion of Virtual PA Services, a well-established and highly regarded Colchester based Personal Assistant organisation, who are currently recruiting a full-time Financial Services Administrator/PA to be part of their friendly and enthusiastic team. The role is initially office based whilst training but can then by hybrid if desired.

You will be one of a team of Financial Administrators working closely with a number of clients to meet all of their administrative needs, and must have a strong commitment to personal improvement and development.

Experience in the Financial Sector (especially St. James’s Place) would be advantageous but not essential, as full training will be given (which results in a CII recognised accreditation).

**Key outputs of the role**:

- Telephone appointment making with clients, prospects and third parties
- Contact and database management (Salesforce)
- Task Management
- Liaising with Fund providers to chase for client financial information
- Transcribing dictation and addressing actions.
- Uploading meeting notes onto client CRM system
- Regular communication with clients to go through tasks and objectives
- Full management of client CRM systems and internal intranet systems
- Telephone answering and message taking
- Production of reports by collating information from various sources
- Meeting preparation documentation
- Downloading Financial Services Wealth Accounts and client valuations
- Chasing up Letters of Authority and liaising with product providers
- Undertaking fund switches
- Preparation of illustrations
- Completion of timesheets to accurately record time taken to undertake tasks

**Essential competencies required**:

- Planning and organising
- Time management
- Attention to detail
- Initiative
- Be conscientious and detail orientated.
- Have excellent interpersonal and communication skills, both written and oral.
- Have highly efficient typing skills.
- Be computer literate with the ability to use all standard Microsoft products Word, Excel, Powerpoint and Outlook to a good standard.
- Be able to work with a fee earning timesheet system, completed daily

**Hours of work**: Monday to Friday, 8.30am - 5pm

**Salary**: Opportunity to earn up to £25,000 per annum initially (depending on experience and number of hours worked), with potential to increase to a top salary band of £33,400 per annum.

Benefits include death in service, pension and private healthcare.

**Salary**: Up to £25,000.00 per year

**Benefits**:

- Company events
- Company pension
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Colchester, CO4 9YQ: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 1 year (required)

Work Location: In person

Application deadline: 31/07/2023