Administrator - Financial Services
- Employer
- Office Angels
- Location
- Chelmsford, Essex
- Salary
- £20000 - £22000/annum
- Closing date
- 4 Nov 2021
View more
- Job Sector
- Administration
- Contract Type
- Permanent
- Hours
- Full Time
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Administrator - Financial Services
£20k-£22k per annum
Chelmsford
Monday - Friday, 9am-5pm / 10am-6pm
*Must be a car driver due to location
Benefits: Excellent benefits including on-site parking, monthly and quarterly discretionary bonus, annual performance related bonus, paid overtime, social events such as summer BBQ's and Christmas parties, full training provided, study leave and support, pay rises for any financial exams passed, career progression opportunities.
My client, a successful financial consultancy company based in Chelmsford, is seeking an experienced Administrator to join their growing team. This is a fantastic opportunity to join a business who develop their team and promote within.
Responsibilities:
Supporting the Advisers by providing them with up-to-date client information for Annual Reviews
Adding and updating client details / policy information onto the client servicing spreadsheet
Obtaining provider valuations
Quarterly Client Servicing Project
Performing Money Laundering checks and producing ML Certificates (MLC)
Producing Transaction Confirmation letters
Collating and populating relevant forms & paperwork
Dealing with associated Client queries
Calling clients to book appointments and adding to the diary
Other general administrative duties - e.g., writing letters
Essential Skills:
Taking a pride in their work,
Excellent eye for detail
The ability to work on own initiative and manage various tasks to ensure they are completed within the agreed timescales.
Numerate, with clear written and spoken language skills and able to write client-facing material.
The work involved requires an ability to concentrate and remain focused in order to ensure high levels of accuracy.
Good working knowledge of all Microsoft systems is essential, in particular Excel and Word.
Desirable Skills
Experience with Back Office Systems - particularly Intelliflo
Experience within the Financial Services IndustryOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
£20k-£22k per annum
Chelmsford
Monday - Friday, 9am-5pm / 10am-6pm
*Must be a car driver due to location
Benefits: Excellent benefits including on-site parking, monthly and quarterly discretionary bonus, annual performance related bonus, paid overtime, social events such as summer BBQ's and Christmas parties, full training provided, study leave and support, pay rises for any financial exams passed, career progression opportunities.
My client, a successful financial consultancy company based in Chelmsford, is seeking an experienced Administrator to join their growing team. This is a fantastic opportunity to join a business who develop their team and promote within.
Responsibilities:
Supporting the Advisers by providing them with up-to-date client information for Annual Reviews
Adding and updating client details / policy information onto the client servicing spreadsheet
Obtaining provider valuations
Quarterly Client Servicing Project
Performing Money Laundering checks and producing ML Certificates (MLC)
Producing Transaction Confirmation letters
Collating and populating relevant forms & paperwork
Dealing with associated Client queries
Calling clients to book appointments and adding to the diary
Other general administrative duties - e.g., writing letters
Essential Skills:
Taking a pride in their work,
Excellent eye for detail
The ability to work on own initiative and manage various tasks to ensure they are completed within the agreed timescales.
Numerate, with clear written and spoken language skills and able to write client-facing material.
The work involved requires an ability to concentrate and remain focused in order to ensure high levels of accuracy.
Good working knowledge of all Microsoft systems is essential, in particular Excel and Word.
Desirable Skills
Experience with Back Office Systems - particularly Intelliflo
Experience within the Financial Services IndustryOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
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