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. This will be a Part time position.
What this Job is expected to Do (Accountabilities)
* Manage the incoming post on a daily basis
* Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner
* Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner
* Maintain client information in our CRM System
* Provide excellent customer service over the phone to both existing and prospective clients
* Act as the face of the company for customers who may visit the office
* Liaise with and follow up with third party providers, partners or other financial institutions as required
* Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clientsetc.)
* Prepare and issue client documentation as required
* Prepare invoices for payment using our Finance System (Xero)
* Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report
* Update the CRM system to reflect incoming payments and allocate to the relevant accounts
* Deliver post to the local post office as required
* Ad-hoc office duties as required
* Comply with the risk control and regulatory requirements that are relevant to this role
* Maintain commercial awareness relevant to this role
The level of Knowledge / Skills / Experience (Technical Competency) required for the role:
* Experience using “Intelligent Office” the financial services CRM system will be an advantage
* Experience in general office administration is essential
* Experience providing excellent customer service over the phone is essential
* Experience in Life Policy administration is preferable
* Experience in Financial Services is desirable
* Experience using a CRM system is desirable
* Proficient in the use of Microsoft Packages (Word, Excel, Outlook)
* Excellent attention to detail
* Strong organisation skills
* Experience working collaboratively as part of a team
The behavioural competencies that are essential for the job:
* Approachable and a can-do attitude
* Quality-focused with a Customer First approach
* Excellent attention to detail
* Excellent communication skills
* Ability to learn and carry out tasks in line with procedure
* Works well within a team – shares info, collaborates with, supports other team members