Financial Services Administrator

2 days ago

Glasgow, Glasgow City, United Kingdom EIS Financial Services Limited Full time £35,000 - £55,000 per year

EIS Financial Services:

The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's Pension Advice.

Purpose of the Role:

The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will have responsibility for managing the day to day administrative requirements of the Glasgow office.

Location

:This position is to provide maternity cover for a 12 month period and will be based in the EIS Financial Services offices in Glasgow

.

What this Job is expected to Do (Accountabilities

  • )Manage the incoming post on a daily basi
  • sEnsure queries received via the website or by email are responded to or assigned to the correct person in a timely manne
  • rScan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manne
  • rMaintain client information in our CRM Syste
  • mProvide excellent customer service over the phone to both existing and prospective client
  • sAct as the face of the company for customers who may visit the offic
  • eLiaise with and follow up with third party providers, partners or other financial institutions as require
  • dProvide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients etc.
  • )Prepare and issue client documentation as require
  • dPrepare invoices for payment using our Finance System (Xero
  • )Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Repor
  • tUpdate the CRM system to reflect incoming payments and allocate to the relevant account
  • sDeliver post to the local post office as require
  • dAd-hoc office duties as require
  • dComply with the risk control and regulatory requirements that are relevant to this rol
  • eMaintain commercial awareness relevant to this rol

**e

The level of Knowledge / Skills / Experience (Technical Competency) required for the rol**

  • e:Experience using "Intelligent Office" the financial services CRM system will be an advanta
  • geExperience in general office administration is essenti
  • alExperience providing excellent customer service over the phone is essenti
  • alExperience in Life Policy administration is preferab
  • leExperience in Financial Services is desirab
  • leExperience using a CRM system is desirab
  • leProficient in the use of Microsoft Packages (Word, Excel, Outloo
  • k)Excellent attention to deta
  • ilStrong organisation skil
  • lsExperience working collaboratively as part of a te

**am

The behavioural competencies that are essential for the j**

  • ob:Approachable and a can-do attit
  • udeQuality-focused with a Customer First appro
  • achExcellent attention to det
  • ailExcellent communication ski
  • llsAbility to learn and carry out tasks in line with proced
  • ureWorks well within a team – shares info, collaborates with, supports other team memb

ers

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