Administrator

3 weeks ago


Cheltenham, United Kingdom Tate Full time

**Administrator**

**£9.90p/h**

**Full time - 37.5 hours per week**

**Location - **Bishops Cleave, Cheltenham. GL52 8YQ**

**Hybrid after training**

**Key Responsibilities**:

- Vetting and activating new portfolios
- Vetting and activating direct debits
- Vetting Transfers In and sending authorities to providers
- Checking paperwork and making corrections

**Skills**:

- Excellent attention to detail and data entry accuracy and speed.
- Good customer service skills
- Confident in ability to quickly learn new systems - web based administrative systems and scanning and imaging software
- Ability to work under varying workloads and pressures
- Flexibility and a team player who is willing to adapt as the team and processes continue to develop
- Committed to learning new skills and developing competency, with pride in the quality of their work
- Good knowledge of using spreadsheets

**Desired**
- Knowledge of platform products (ISA/Investment Account/Pension)
- Previous Financial Services experience

***

Tate is acting as an Employment Business in relation to this vacancy.


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