Administrator
Cambridge
£25,000
Our client is looking to recruit an Administrator to join their ambitious team. This varied and fulfilling role will play a pivotal part in supporting financial advisers, helping to maintain the high standards of service their clients receive.
Key Responsibilities:
Support financial Advisers with dealing with enquiries, onboarding new clients, sending out and monitoring letters and processing trade deals
Update CRM system, monitor client information, and action all diary entries within given timeframe
Carry out client reviews and produce valuations to be reviewed and passed to Advisers
Open and allocate all post, and post all outgoing post within time allocations
Handle document admin tasks including processing, updating, scanning, and archiving forms and materials
Provide general office support including taking incoming calls and other administrative duties to keep operations running smoothly
Who you are:
Experience in financial administration or administration with a degree related to a financial field
Confident within Microsoft Tools
Excellent customer service and communication skills
Knowledge of IFA office procedures and compliance is desirable