Financial Services Administrator

Holywood, Northern Ireland

Full-Time

£20,000 to £24,000 p.a. dependent on experience

An excellent opportunity has arisen for an Administrator, ideally with experience in the Financial Services Industry, to join a thriving team of successful professionals. This is a dynamic and rewarding role in which you will have the opportunity to furtherdevelop your existing administrative and technical skills in a busy and friendly office.

This role is a varied administration position, giving you a great opportunity to showcase your superb customer service skills, build strong and long-lasting relationships with clients, whilst providing crucial support to the team of advisers through a widerange of administrative duties and system-based tasks.

Your duties will include:

- Assisting advisers in preparing for and documenting client appointments and other services.
- Maintaining the accuracy of client data, ensuring to correctly enter client data and upholding client confidentiality.
- Supporting advisers with general administrative tasks as required, and in managing their pipeline.
- Dealing with customer enquiries, taking messages and forwarding calls as appropriate.
- Supporting with back-office duties, including the use of IO/Intelliflo.

You will have:

- Experience of working in an administrative role, ideally in a financial environment.
- Excellent organisational and time-management skills.
- The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone.
- An appreciation for data accuracy and attention to detail.
- Sound IT skills and a working knowledge of MS Word/Excel/Outlook.
- Ideally, you would have experience in using IO and in working in a financial environment.

Interested? We would also love to see:

- Excellent communication skills, both verbal and written.
- A customer focused approach to your work.
- Planning and organisational skills.
- Motivation and drive

If you would like to apply, please submit your CV and we will be in touch shortly.