Financial Services Coordinator
2 months ago
Job Summary:
Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join their team. As a key member of the team, you will play a vital role in supporting the financial services team and contributing to the company's success.
Key Responsibilities:
- Providing administrative support to the financial services team, including answering incoming calls and directing calls to the relevant team members.
- Processing applications, letters of authority, and requests for information, ensuring timely and accurate completion.
- Managing the processing of all new business, including database entries and portfolio reports.
- Coordinating client appointments and travel arrangements, ensuring seamless communication and logistics.
- Receiving, scanning, and allocating incoming post, maintaining a high level of organization and attention to detail.
Required Skills and Attributes:
- Three years' experience of admin support in a financial services company, with a strong understanding of ISAs, GIAs, and Pensions.
- Self-starter with the ability to work independently, methodical and detail-oriented with excellent communication skills.
- Proficient in Excel, Word, and Outlook, with experience of using Client Assyst or similar CRM system.
About the Company:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and support to our clients and candidates.
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