Senior Administrator
6 months ago
Senior Administrator ( Investments)
- Market leading salary & benefits
- Flexible working
**The firm**:
An independent Accountancy & Wealth management company with an excellent reputation in the North West.
**The role**:
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with our financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Making sure any updates and reports are issued to our clients in a timely manner
- Must have experience of Intelligent Office software, this is _**essential.**_
- Experience of monthly income management facility, adding and matching receipts and statements, closing month end, generating invoices and use of the ongoing income and analysis reports for the management team.
**What they offer**:
- **Market leading salary & benefits**:
- **Flexible working**:
- **Incredible progression**
**Salary**: £30,000.00-£40,000.00 per year
**Benefits**:
- Additional leave
- Company pension
- Flexitime
- Life insurance
- Private dental insurance
- Private medical insurance
Schedule:
- Flexitime
- Monday to Friday
**Experience**:
- Intelligent Office: 1 year (required)
Work Location: In person
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