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Financial Services Administrator
2 months ago
Are you a detail-oriented and organized individual with experience in financial services? Do you have a passion for providing exceptional administrative support to a team of professionals?
We are seeking a highly skilled and motivated Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our Private Client team, you will play a vital role in ensuring the smooth operation of our business.
Key Responsibilities:
- Provide administrative support to the Private Client team, ensuring timely and accurate information is available.
- Manage client records, ensuring they are up-to-date and accurate, with all related correspondence uploaded and correctly indexed.
- Assist in generating quotes from various providers and formatting data from clients and eligibility for scheme processing.
- Prepare meeting packs for consultants, including governance meetings, and complete post-meeting housekeeping tasks.
- Administer new and existing schemes, responding to scheme queries and providing excellent customer service.
What We Offer:
A competitive salary and benefits package, as well as opportunities for career progression and professional development.
If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
