Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator.
What you will be doing:
Supporting the team, you will be tasked with a range of administrative duties to include;
* Opening and preparing client files through to completion
* Client research, providing a range of information for the team
* Ensuring the CRM is updated
* Obtaining quotes from providers and other third parties
* Dealing with new and existing clients via phone and email
What you will need to succeed:
* Proven administrative experience gained within financial services is essential, in particular wealth management
* Excellent communication and customer service skills as you will be dealing with clients at all levels
* Effective time management and able to work in a deadline driven environment
* Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems
What you will receive in return :
* A competitive salary and benefits package
* Full-time Monday to Friday - 100% office based
* The chance to develop your career with a successful and forward-thinking firm
* Full training and professional study support
What you need to do next:
If this position sounds ...