EIS Financial Services:
The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families’ access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher’s Pension Advice.
Purpose of the Role:
The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will have responsibility for managing the day to day administrative requirements of the Glasgow office.
Location
:This position is to provide maternity cover for a 12 month period and will be based in the EIS Financial Services offices in Glasgow
.
What this Job is expected to Do (Accountabilities
* )Manage the incoming post on a daily basi
* sEnsure queries received via the website or by email are responded to or assigned to the correct person in a timely manne
* rScan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manne
* rMaintain client information in our CRM Syste
* mProvide excellent customer service over the phone to both existing and prospective client
* sAct as the face of the company for customers who may visit the offic
* eLiaise with and follow up with third party providers, partners or other financial institutions as require
* dProvide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients etc.
* )Prepare and issue client documentation as require
* dPrepare invoices for payment using our Finance System (Xero
* )Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Repor
* tUpdate the CRM system to reflect incoming payments and allocate to the relevant account
* sDeliver post to the local post office as require
* dAd-hoc office duties as require
* dComply with the risk control and regulatory requirements that are relevant to this rol
* eMaintain commercial awareness relevant to this rol
e
The level of Knowledge / Skills / Experience (Technical Competency) required for the rol
* e:Experience using “Intelligent Office” the financial services CRM system will be an advanta
* geExperience in general office administration is essenti
* alExperience providing excellent customer service over the phone is essenti
* alExperience in Life Policy administration is preferab
* leExperience in Financial Services is desirab
* leExperience using a CRM system is desirab
* leProficient in the use of Microsoft Packages (Word, Excel, Outloo
* k)Excellent attention to deta
* ilStrong organisation skil
* lsExperience working collaboratively as part of a te
am
The behavioural competencies that are essential for the j
* ob:Approachable and a can-do attit
* udeQuality-focused with a Customer First appro
* achExcellent attention to det
* ailExcellent communication ski
* llsAbility to learn and carry out tasks in line with proced
* ureWorks well within a team – shares info, collaborates with, supports other team memb
ers