Company Description
TR Financial Limited specializes in providing clients with quality, hands-on financial advice backed by extensive experience. We guide and support clients through important financial transactions with a focus on value for money. Our knowledgeable and friendly team assists clients in achieving their goals by offering tailored mortgage and protection advice that truly meets their needs.
Role Description
This is a part-time, hybrid role based in Borehamwood for an Administrator. The Administrator will be responsible for managing day-to-day administrative tasks such as maintaining client records, scheduling appointments, handling correspondence, and supporting the team. The role also involves liaising with clients, managing databases, and ensuring the smooth operation of administrative functions.
Qualifications
* Strong organizational and time management skills
* Proficiency in MS Office Suite (Word, Excel, Outlook)
* Excellent communication and interpersonal skills
* Attention to detail and accuracy in managing records and data
* Ability to work independently and as part of a team
* Previous experience in a similar administrative role is an advantage
* Knowledge of financial services or related industry is beneficial
* High school diploma or equivalent; additional qualifications in office administration are a plus