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Financial Services Coordinator
2 months ago
Are you a skilled administrator looking to join a dynamic and growing financial services practice? We are seeking a dedicated and organized individual to join our Service Team as a Financial Services Administrator.
About the Role:
We are a small but established company with big ambitions, and we are looking for someone who is eager to learn and develop their skills in a fast-paced environment. As a Financial Services Administrator, you will be responsible for communicating with policy providers, submitting new business, and facilitating the annual review process.
Key Responsibilities:
- Communicate effectively with policy providers to ensure seamless service delivery
- Submit new business and maintain accurate records
- Facilitate the annual review process and ensure timely completion
Requirements:
To be successful in this role, you will need to have high interpersonal and organizational skills, with a strong ability to work in a team environment. You will also need to have excellent IT skills in MS Word and Excel, as well as a professional telephone manner and superb customer service skills.
What We Offer:
We offer a competitive salary, plus bonuses and benefits, in a supportive and dynamic work environment. If you are a motivated and organized individual looking to take your career to the next level, we would love to hear from you.
