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Financial Services Administrator

5 months ago

Colchester, United Kingdom Douglas Steers & Company Full time

Typist / Administrator required for Financial Services Company, providing support to our team of IFA's. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available.
- A good work ethic
- Ability to work as part of a team or on their own, using initiative
- Highly organised & methodical with excelletn attention to detail
- Accurate but quick typing skills
- Confident with figures
- Good communication skills
- Friendly and helpful telephone manner
- Ability to work to deadlines and under pressure if required

Duties will include but are not limited to:

- Audio Typing (the majority of the job role)
- Dealing with incoming post (scanning and documenting)
- Dealing with outgoing post (completion of letters, printing in final copy, getting signed and sent)
- Assisting with the preparation of client files/onboarding admin for new clients
- Answering the telephone and dealing with queries
- Making outgoing calls to insurance companies to obtain client valuations and information when required (from time to time)
- Potentially putting together client valuations and inputting these on to excel/spreadsheets

**Job Types**: Full-time, Permanent

**Salary**: £20,800.00-£24,960.00 per year

Schedule:

- Monday to Friday

Work Location: One location