Financial Services Administrator

2 weeks ago


Nottingham, United Kingdom David Burnell Financial Services Full time

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.

**Salary**: £18,000.00-£30,000.00 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

Ability to commute/relocate:

- NG2 5GS.: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you want to help people and make every client feel part of the family?

**Experience**:

- Financial services: 2 years (required)

Work Location: In person

Reference ID: DBFSAR



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