We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. Due to continued success and an exciting re-structure our client are looking to hire an Office Administrator.
This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.
As the Office Administrator you will be working with directly with the senior management team and FAs to deliver leading products across the UK.
Within this role it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.
Benefits
* Up to a 20% annual bonus scheme (performance based)
* Professional investment plans for relevant courses, exams and industry training materials
* 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
* Annual salary reviews
* Private medical insurance and life cover available
* Recruitment referrals bonus
* Hybrid working offering 2 days from home post probation
* Early finish Fridays, Christmas shutdowns, summer and winter events and additional time off on your birthday
* Free on-site parking
Responsibilities
* Being first point of contact for the companies enquiries
* Managing a customer base updating on stages and resolving queries
* Booking of client meetings, webinars, travel and team events
* Attending meetings with advisors supporting and providing guidance where required
* Managing all post sign up administration
* Updating of customer records via CRM
* Management of enquiry emails and responses
Qualifications
* Previous administrative experience is essential
* Previous experience dealing with customer via the phone, email and face to face
* Previous experience within financial services is advantageous (banking, investment, insurance or wealth management)
* Microsoft Office proficient with exposure using CRMs and Zoom
* Excellent communication skills with the ability to converse with all levels
* Attentive with an eye for detail
* Full UK Driving License and Own Vehicle
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