Financial Services Administrator
3 weeks ago
Role Type: Temporary (ongoing, with potential for permanent placement)
Working Hours: Monday to Friday, 9am to 5:30pm
Compensation: £16 per hour
About Office Angels:
Join a reputable financial services firm committed to delivering thorough financial planning and advisory services to both individuals and businesses. Become an integral member of a vibrant team, assisting with administrative operations and contributing to the achievement of our organizational objectives.
Key Responsibilities:
- Client Administration: Manage general client-related administrative duties. Prepare Client Review Packs as instructed by the Administration Manager.
- Database Management: Ensure that the Advisor Office is consistently updated with all pertinent information.
- Telephone Support: Respond to phone calls and manage inquiries effectively.
- Data Maintenance: Keep data records organized and up-to-date. Prior experience with Xplan software is preferred. A solid background in Microsoft Office applications (Outlook, Word, PowerPoint, Excel) is essential.
- Adaptability: Embrace change with a creative approach to problem-solving.
Ideal Candidate:
If you are a proactive and detail-oriented professional with strong administrative capabilities, we encourage you to consider this opportunity.
Benefits of Working with Office Angels:
As a temporary employee with Office Angels, you will enjoy several advantages, including:
- Hybrid working arrangements.
- Flexible working hours.
- Office Angels Boost benefits, including weekly pay and recognition through the Temporary Candidate of the Month award.
Office Angels operates as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an Equal Opportunities Employer.
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