An exciting opportunity has just been created for an administrator to join a national professional services firm at their Doxford International Business Park location.
Experience of working in financial services is preferred, but administrators from other industries will be considered.
Role Summary
General Administration - supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
Post handling - opening post, scanning and distributing as required.
Valuations - using back-office and online systems to provide periodic valuations for clients.
Liaising with Providers - various activities including valuations, new business, information and general administration.
Back Office systems - using a range of office systems to support the business and client records.
Record Keeping - ensuring that client records are kept up to date.
Annual Reviews - support to Advisers and Paraplanners in preparing client annual reviews.
Filing - electronic and paper files maintained correctly.
New Investments/Pensions - processing new applications/cheques/online payments etc.
New Insurance Policies - processing new applications/cheques/online payme...