Financial Services Assistant
3 weeks ago
We are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide an excellent opportunity for someone looking to start their career in financial services or gain experience in administration.
Key Responsibilities:- Provide exceptional customer service by answering phone calls, responding to emails, and resolving client queries.
- Manage and distribute incoming mail and packages.
- Coordinate annual reviews with clients, prepare client packs, and arrange meetings as required.
- Build strong relationships with clients, respond to their queries, and provide support as needed.
- Process and manage letters of authority, chase providers for information, and maintain accurate records.
- Arrange internal meetings, assist with seminar preparation, and provide administrative support to the team.
- Report to the Administration Manager and contribute to the smooth operation of the team.
- Previous experience in an administrative or team environment.
- Excellent verbal communication skills, with the ability to communicate effectively via phone and written word.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
As a Client and Service Delivery Assistant, you will have the opportunity to work in a dynamic and supportive team environment. You will receive comprehensive training and ongoing support to help you develop your skills and progress your career.
We offer a competitive salary of up to £23,000 and a Monday-to-Friday, 9am-to-5pm working schedule. If you are a motivated and organized individual looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Financial Services Assistant
3 weeks ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeJob OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide an excellent opportunity for someone looking to start their career in financial services or gain experience in administration.Key ResponsibilitiesProvide exceptional customer service by answering...
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Financial Services Assistant
3 weeks ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeJob OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide an excellent opportunity for someone looking to start their career in financial services or gain experience in administration.Key ResponsibilitiesProvide exceptional customer service by answering...
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Financial Services Assistant
4 weeks ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeJob Opportunity:We are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide administrative support to our expanding team and offer the opportunity to develop skills in financial services.Key Responsibilities:Provide exceptional customer service to clients, responding to...
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Financial Services Assistant
4 weeks ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeJob Opportunity:We are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide administrative support to our expanding team and offer the opportunity to develop skills in financial services.Key Responsibilities:Provide exceptional customer service to clients, responding to...
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Financial Services Assistant
3 weeks ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeJob Opportunity:We are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide administrative support to our expanding team and offer the opportunity to develop skills in financial services.Key Responsibilities:Provide exceptional customer service to clients, responding to...
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Financial Services Assistant
3 weeks ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeJob Opportunity:We are seeking a highly organized and detail-oriented individual to join our team as a Client and Service Delivery Assistant. This role will provide administrative support to our expanding team and offer the opportunity to develop skills in financial services.Key Responsibilities:Provide exceptional customer service to clients, responding to...
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Financial Operations Assistant
1 month ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeJob Title: Financial Operations AssistantProdigi Group is seeking a highly organized and detail-oriented Financial Operations Assistant to join our finance team. As a key member of our team, you will play a crucial role in supporting the finance department by performing various administrative tasks.Key Responsibilities:Process invoices, verify financial...
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Financial Operations Assistant
1 month ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeJob Title: Financial Operations AssistantProdigi Group is seeking a highly organized and detail-oriented Financial Operations Assistant to join our finance team. As a key member of our team, you will play a crucial role in supporting the finance department by performing various administrative tasks.Key Responsibilities:Process invoices, verify financial...
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Financial Operations Assistant
1 month ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeJob Title: Financial Operations AssistantProdigi Group is seeking a highly organized and detail-oriented Financial Operations Assistant to join our finance team. As a key member of our team, you will play a crucial role in supporting the finance department by performing various administrative tasks.Key Responsibilities:Process invoices, verify financial...
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Financial Operations Assistant
1 month ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeJob Title: Financial Operations AssistantProdigi Group is seeking a highly organized and detail-oriented Financial Operations Assistant to join our finance team. As a key member of our team, you will play a crucial role in supporting the finance department by performing various administrative tasks.Key Responsibilities:Process invoices, verify financial...
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Financial Operations Assistant
7 days ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeAbout the Role:The Finance Assistant will play a crucial role in supporting the finance department by performing various administrative tasks. This position is ideal for someone with a keen eye for detail, strong organizational skills, and a desire to grow within the finance sector.Key Responsibilities:Accounts Payable and Receivable:Process invoices, verify...
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Financial Operations Assistant
2 months ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeJob SummaryThe Financial Operations Assistant will play a pivotal role in supporting the finance department by performing various administrative tasks. The successful candidate will assist in maintaining accurate financial records, processing transactions, and ensuring compliance with financial regulations.Key ResponsibilitiesAccounts Payable and...
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Financial Operations Assistant
2 months ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeJob SummaryThe Financial Operations Assistant will play a pivotal role in supporting the finance department by performing various administrative tasks. The successful candidate will assist in maintaining accurate financial records, processing transactions, and ensuring compliance with financial regulations.Key ResponsibilitiesAccounts Payable and...
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Financial Operations Assistant
2 weeks ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeAbout the Role:The Financial Operations Assistant will play a crucial role in supporting the finance department at Prodigi Group. This position involves performing various administrative tasks, including maintaining accurate financial records, processing transactions, and ensuring compliance with financial regulations.Key Responsibilities:Accounts Payable...
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Financial Services Professional
1 week ago
Alton, Hampshire, United Kingdom Odin Careers Ltd Full timeUnlock Your Potential as a Trainee AccountantAre you passionate about numbers and detail-oriented? Do you want to thrive in a dynamic environment and support diverse clients in audit, accounts, and business services? As a Trainee Accountant at Odin Careers Ltd, you'll gain valuable experience while working towards your professional qualifications.Key...
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Financial Services Administrator
5 days ago
Alton, Hampshire, United Kingdom Optima Recruitment Full timeRole OverviewWe are seeking an experienced and organized individual to join our team as a Client Services Administrator. This is an excellent opportunity for someone looking to start their career in financial services or progress their administrative skills.Key ResponsibilitiesAnswering phone calls and passing on messages to the Admin and AdvisersOpen and...
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Financial Operations Assistant
7 days ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeAbout the Role:The Finance Administrator will play a vital role in supporting the finance department at Prodigi Group. This position involves performing a range of administrative and financial tasks, including handling accounts receivable, conducting bank reconciliations, and maintaining financial records.Key Responsibilities:Accounts Receivable: Process...
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Financial Administrator
4 weeks ago
Alton, Hampshire, United Kingdom Gold HR Full timeJob Title: Finance AssistantGold HR is seeking a highly organized and detail-oriented Finance Assistant to join our team. As a key member of our finance department, you will play a crucial role in supporting our financial operations by performing various administrative tasks.Key Responsibilities:Accounts Payable and Receivable: Process invoices, verify...
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Financial Administrator
3 weeks ago
Alton, Hampshire, United Kingdom Gold HR Full timeJob Title: Finance AssistantGold HR is seeking a highly organized and detail-oriented Finance Assistant to join our team. As a key member of our finance department, you will play a crucial role in supporting our financial operations by performing various administrative tasks.Key Responsibilities:Accounts Payable and Receivable: Process invoices, verify...
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Financial Administrator
4 days ago
Alton, Hampshire, United Kingdom Prodigi Group Full timeAbout the Role:The Finance Assistant will be a key member of the finance team at Prodigi Group, providing essential administrative support to ensure the smooth operation of our financial functions.Main Responsibilities:Accounts Payable and Receivable:Process invoices, verify financial data for use in maintaining accounts payable records, and provide other...