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Financial services administrat...

Bury St Edmunds
Permanent
Time Appointments
Service
Posted: 11 July
Offer description

Are you an administrative superstar?

If you’re a motivated, enthusiastic, and professional administrator, that’s looking for a new challenge, this one is for you…

Time Appointments is currently working with a leading accountancy firm with offices based all over East Anglia. The firm is looking to recruit an experienced a Financial Services Administrator to join their fantastic team.

Key Duties:

1. Input accurate, up to date information on they system internally and externally on providers websites.
2. Ensure all administrative work is carried out to the highest standard and in line with the companies standards.
3. Ensure all conversations with clients, including emails, meetings and telephone calls are dealt with promptly.
4. Attend client meetings.
5. Travel to other offices when required.
6. Responsible for managing own work and reporting back to your Supervisor.

Previous Skills & Experience:

7. Minimum of 3 years experience in an administrative or support role within Financial Services.
8. Previous experience in IFA/Wealth Management.
9. Ability to manage own time and work to deadlines.
10. Strong attention to detail.
11. Excellent computer skills, particularly using Microsoft Office (Word, Excel and Outlook).

Benefits:

12. Free Parking.
13. Buy and sell holiday.
14. Annual paid volunteering day.
15. Full study package.

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