Title: Financial Services Administrator
Type: Permanent
Hours: Full Time (Monday Friday)
Salary: £28,000 - £32,000
Details:
Our client is looking to appoint an experienced Financial Services Administrator to join their team based in Elgin.
This is a varied role and duties include:
Provision of varied administrative support to a team of Financial Advisors and the firms clients.
Assist in the day to day management of clients.
Answer telephone enquiries in a polite and respectful manner.
Ensure all administration incorporates efficient recording and checking of client records.
Follow email instructions from clients.
Ensuring that client data is up to date and that adequate records are maintained.
Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
Attend company presentations/meetings.
Assist in the calculation of fee invoices to send with the client valuations.
Administration of Money Laundering documentation.
Use of MS office daily.
Assist with written communication to clients and other external contacts.
Scanning and Filing.
Compilation of reports and performance figures, provide analysis and check for accuracy.
Providing accurate valuations ahead of client meetings.
Educational/Experience Requirements:
An understanding and knowledge of the financial services sector.
Excellent IT Skills including MS Office.
Able to ensure that internal rules and procedures are adhered to and that at all times.
Willingness to undertake continual professional development.
Personal Specification and Competencies:
Interpersonal and communication skills.
Ability to work effectively as part of a team.
IT/Organisational skills.
Attention to detail and self-discipline.
Ability to assess information.
Resilient and able to work in a fast paced, pressurised environment.
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