Financial Services Administrator
2 weeks ago
Kenneth Brian Associates are recruiting for a confident individual on behalf of a leading business in the Financial Services sector based in Epsom. The postholder will be responsible for providing support to their financial advisors and covering a rangeof duties in administration, client service and technical support.
This will be ideal if you are either, a recent graduate looking to make that break into an office environment or perhaps a school leaver with a little bit of admin experience.
**Duties Include**:
- General administration and client servicing support as needed
- Working with the back office system - maintaining client files and details
- Gathering policy information, valuations in a timely business process
- New business processing and submissions to business quality
- Active role in the client annual review process
**You will possess the following attributes**:
- GCSE's C minimum in Maths and English
- Recent Graduate would be preferred but not essential
- Must be positive, friendly and approachable
- Able to use own initiative
- Strong working knowledge of Microsoft packages
- Excellent communicator, friendly and approachable
In return our client offers an excellent benefits package along with all the tools you will need to become successful and progress and grow within the company as it continues to grow.
Please note you must live within a 45 minute commute of Epsom as this role is office based.
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