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Financial services administrator

Poulton-le-fylde
Appletree Finance Ltd
Financial services administrator
£25,000 - £35,000 a year
Posted: 2 October
Offer description

We are looking for an experienced person to support our current team, dealing with Wealth and Mortgage business. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner.

Responsibilities

* Proactively work with our clients and support our advisers
* Provide office guests with a hospitable experience
* Supervise the maintenance of office areas, equipment, and facilities
* Interact with IT, phone, support systems

Qualifications

* Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
* Excellent written and verbal communication skills
* Ability to multi-task, organize, and prioritize work

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