Financial Services Administrator
2 weeks ago
A Financial Services start up based in the City Centre require a Financial Services Administrator to join their fun and lively team. They are not your usual Financial Service environment - they are one big family who all really get along and the role has a great social side. While some daily tasks may be the same, no day will ever be like the last - due to the nature of the business and their accelerating growth, you never know what might happen between the hours of 9 and 5.30. This role will be office based full time but the current team love going to work every day and want to be in the office - I think this says a lot
Tasks will include:
- Dealing with and logging Inbound and Outbound Post
- Inputting client data on to the CRM system
- Diary management for multiple advisers
- Letter of Authority Process - contacting clients and providers
- Running Management Information reports for Directors of the business
- Annual review preparation and reports
- Ensure compliance with office policies
- Any other general administrative duties as required
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
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