Financial Services Administrator

2 weeks ago


Sheffield, United Kingdom Lime People Search & Select Ltd Full time

Position Overview:
Our client, a prominent Financial Advisory firm, is on the lookout for a dedicated Administrator to enhance their team. The role is essential in ensuring smooth operations within the organization.

Ideal Candidate:
The successful applicant will possess relevant experience in the Financial Services industry or have served as an Administrator in a comparable organization.


Key Responsibilities:
  • Performing essential administrative duties as needed
  • Gathering information regarding costs and charges for annual assessments
  • Preparing financial valuations and client documentation for meetings
  • Managing correspondence through electronic and traditional mail
  • Handling incoming calls and directing them appropriately
  • Overseeing reception tasks and client interactions
  • Offering assistance to advisors and team members as required
  • Maintaining adequate office supplies

Why Join Us:
If you have a background in financial services administration and are seeking a fulfilling opportunity, this position could be an excellent fit for you. A competitive salary and a supportive work environment are offered to the successful candidate in this office-based role.



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