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Administrator (financial services)

Trowbridge
Thrive Group
Financial services administrator
Posted: 15 May
Offer description

Job Description


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 completionClient research, providing a range of information for the teamEnsuring the CRM is updatedObtaining quotes from providers and other third partiesDealing with new and existing clients via phone and emailWhat you will need to succeed:Proven administrative experience gained within financial services is essential, in particular wealth managementExcellent communication and customer service skills as you will be dealing with clients at all levelsEffective time management and able to work in a deadline driven environmentExcellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systemsWhat you will receive in return :A competitive salary and benefits packageFull-time Monday to Friday - 100% office basedThe chance to develop your career with a successful and forward-thinking firmFull training and professional study supportWhat you need to do next:If this position sounds of interest and you would like to be considered, please contact Sarah Collins :Thrive Group are acting as an employment agency in relationship to this vacancy.If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.PRMSTH-TPBN1_UKTJ

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