Financial Administrator
1 week ago
Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join their team in Bath. The salary for this role is approximately £27,500 - £35,000 per annum.
As a Financial Administrator, you will be responsible for providing excellent customer service to existing clients and supporting the senior management and financial advisers across all areas of the business. Key responsibilities include:
- Providing high-quality aftercare to all existing clients;
- Supporting the advisers with information requests as required;
- Organising and managing campaigns throughout the year to ensure relevant allowances are used;
- Assisting with top-ups, transfers, and withdrawals;
- Managing the client annual review process;
- Sending quarterly valuation reports to all clients;
In addition to these key responsibilities, you will also be responsible for inputting and updating client information into the CRM, generating reports to monitor company performance, developing CRM processes to improve general efficiency, and utilising mail merges to contact clients for unused allowances and annual review reminders.
To succeed in this role, you will need to have a degree-level education or previous work experience in an office environment to a high standard. Essential skills and qualifications include very good written communication skills, engaging and professional telephone manner, time management and multitasking abilities, a systematic and methodical approach to tasks, IT literacy (advanced knowledge of Word and Excel), and a hardworking and positive attitude.
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Financial Services Administrator Lead
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Client Services Administrator
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Administration and Operations Lead
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Administration Service Lead
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Team Administration Oversight Specialist
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Administrative Support Specialist
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Senior Administrative Service Manager
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