Financial Services Administrator
1 month ago
Firm of experienced Financial Advisers based at Wynyard delivering a professional and specialised service, ideally looking for an experienced Financial Services Administrator. Excellent opportunity to join a team that is committed to providing high quality advice and a personable service to both private and corporate clients.
**PRINCIPAL DUTIES AND RESPONSIBILITIES**:
- To provide administrative support to Novus Wealth Management.
- To provide general office and clerical services for the team, including photocopying, scanning, collecting and distributing post, filing, greeting visitors to the office and making drinks.
- To undertake processing of correspondence, drafting letters and sending correspondence to corporate standards and deadlines and in formats appropriate.
- To accurately maintain databases containing confidential financial and personal information.
- To answer and field incoming telephone calls and ensure that these are dealt with accordingly.
- To liaise with clients and insurance companies where needed.
- To arrange meetings and undertake any associated administration.
- To undertake any other duties appropriate to the post.
- To work in accordance with set policies and procedures.
- To respect the confidential nature of the work and protect personal information in accordance with data protection regulations and policies in place.
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£26,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- On-site parking
- Private medical insurance
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
Application deadline: 12/04/2024
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