Financial Services Administrator

1 week ago


Nottingham, United Kingdom David Burnell Financial Services Full time

**This job is being readvertised due to applicants claiming to have experience when they did not**.

The role involves the full range of office administration tasks including:
Speaking to clients on the telephone.

Opening and scanning mail.

Processing LOAs.

Sending documents for electronic signature.

Updating spreadsheets.

Generating illustrations.

Producing valuation statements.

Welcoming clients to the office.

Updating electronic client files.

Processing pension switches.

Processing disinvestment requests.

**Salary**: £22,000.00-£35,000.00 per year

**Benefits**:

- Bereavement leave
- Company events
- Company pension
- Financial planning services
- Profit sharing
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Application question(s):

- Do you want to help people and make every client feel part of the family?
- Have you been a PA to a senior executive? If so, for how long?

**Experience**:

- Office: 1 year (preferred)
- Microsoft Office: 1 year (preferred)
- Financial services: 2 years (preferred)

**Language**:

- English (required)

**Location**:

- NG2 5GS. (preferred)

Work Location: In person

Reference ID: DBFSPA



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