Receptionist Administrator for Financial Firm

3 weeks ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time
Job Description

You will work closely with our experienced Financial Planners to provide holistic financial planning services to clients. Your responsibilities will include:

  • Answering phone call enquiries and directing appropriately.
  • Assisting with reporting and other ad-hoc administration duties as required.
  • Working with Financial Planners to arrange and prepare for client meetings.
  • Maintaining accurate client records and data entry, including calculations.

In return for your hard work, you can expect a competitive salary, excellent benefits, and the opportunity to work in a dynamic and supportive team environment.



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