Financial Services Administrator

4 weeks ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking a highly organized and detail-oriented Financial Services Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver exceptional service to our clients.

Key Responsibilities:
  • Provide administrative support to the financial advisers, including data collation, processing, and reporting.
  • Assist with report preparation, valuations, quotations, and system updates.
  • Deal with clients via phone and face-to-face, providing excellent customer service.
  • Research and create accurate and professional reports for clients under supervision.
Requirements:
  • A good team player with excellent communication and organizational skills.
  • Previous administration experience, ideally in a financial services environment.
  • Ability to work in a fast-paced office environment and adapt to changing priorities.


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