Financial Services Administrator

4 weeks ago


Alton, Hampshire, United Kingdom Optima Recruitment Full time

Role Overview

We are seeking an experienced and organized individual to join our team as a Client Services Administrator. This is an excellent opportunity for someone looking to start their career in financial services or progress their administrative skills.

Key Responsibilities

  • Answering phone calls and passing on messages to the Admin and Advisers
  • Open and distribute post
  • Booking annual reviews with clients
  • Preparing client packs for annual reviews and ad-hoc meetings
  • Building relationships with clients and assisting with queries
  • Processing and managing letters of authorities and chasing providers for information
  • Setting up internal meetings when requested by management
  • Assisting with seminars preparation when required
  • Reporting to the Administration Manager

Requirements

  • Experience working in an administrative or team capacity
  • Excellent verbal communication skills - telephone and written word
  • Very good understanding of Word, Excel and Outlook
  • Adaptable to changing procedures
  • Time management
  • Organisation and prioritisation
  • Attention to detail

What We Offer

  • A chance to progress your career
  • Full training and ongoing support
  • A competitive salary of up to £23,000
  • A Monday to Friday, 9am to 5pm working schedule
  • The opportunity to work in a dynamic and expanding administration team

Apply Now



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