Administrative Support Specialist

1 week ago


St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are looking for a highly organised and hardworking individual to fill the role of Financial Services Coordinator at Artemis Recruitment Consultants Ltd. The successful candidate will have excellent time management skills, be able to multitask effectively, and possess a systematic and methodical approach to tasks.

Responsibilities
  1. Provide high-level aftercare to existing clients;
  2. Support the advisers with information requests as required;
  3. Manage client annual reviews and send quarterly valuation reports;
  4. Process top-ups, transfers, and withdrawals efficiently;

Data Management

  1. Update client information in the CRM system;
  2. Generate reports to track company performance;
  3. Implement CRM processes to enhance overall efficiency;

Salary: £23,500 - £30,000 per annum



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