Trainee Financial Services Assistant
3 months ago
**Trainee Financial Service Assistant**
**Responsibilities**:
- Taking phone calls, enquiries and requests, and dealing with them where appropriate.
- Client correspondence, written and verbal.
- Processing new business.
- Preparation of client review packs and booking client reviews into the advisers diary.
- Maintain client records.
Experience & Skills:
- The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
- Previous work experience in Financial Services would be advantageous including the use of financial software packages.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Excellent communication skills including written and telephone.
- Confident with IT and office software packages (Word, Excel etc).
- A team player with a positive attitude.
- Administrative experience: 1 year
**Job Types**: Full-time, Permanent
Pay: From £21,000.00 per year
**Benefits**:
- Company pension
- Gym membership
Schedule:
- Monday to Friday
Work Location: In person
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