Financial Services Administrator

4 weeks ago


Liverpool, United Kingdom Page Personnel Finance Full time

Fresh financial services opportunities in various administrative positions within a successful wealth & investment management company. Great next-step for someone currently in financial services or graduates hoping to get a jump-start in their career.

**Client Details**

Page Personnel's Financial Services team is proud to be working with some of Liverpool's leading Financial Services companies. Our clients are well-established and constantly expanding due to successful performance year after year.

They are looking to grow their team with bright and enthusiastic team players and encourage a warm, friendly, cooperative office environment.

**Description**

Responsibilities for these roles will typically include:

- Providing basic administrative support to other departments when necessary.
- Processing documents and information securely into databases and retrieving this data when necessary.
- Using verbal and written communication to smoothly ensure that processes are being completed efficiently.
- Communicating with customers who have queries or requests regarding their accounts and ensuring resolution.
- Working as part of a team to ensure any administrative tasks are completed according to deadlines.

**Profile**

Ideal applicants will demonstrate excellent communication and organisation skills, with decent understanding and experience in Microsoft office software such as Microsoft Word and Excel.

Experience in any back-office system is desirable, as is evidence of completing regulatory exams or and understanding and knowledge of compliance within financial services.

**Job Offer**

This is a hybrid role with no weekend work, lates or other overtime expected.



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