Financial Services Administrator

Recruiter
Confidential
Location
Salisbury
Salary
Competitive
Posted
14 May 2022
Closes
21 May 2022
Job Title
Administrator
Industry Sector
Accountancy
Contract Type
Contract
Hours
Full Time
Job Description:

We have a fantastic role as a Financial Services Administrator, working as part of a team responsible for administering Management Company's products and services.

Role Duties:

* Representing the Management Company in a professional manner and producing work of the highest standard

* Developing good working relationships with all Investors, Advisers, third parties and internal teams.

* Administering work generated by Investors, Advisers and internal instructions within agreed service levels

* Prioritising your activity within agreed Service Level Agreements and timescales and using discretion in making decisions

* Accurately updating systems to reflect work received or carried out ensuring Investor records are maintained

Essential Skills:

* Proven Investor/customer service skills, strong written and verbal communication

* Good numerical skills, with an eye for detail

* Good analytical and problem-solving skills

* Excellent time management and ability to work to deadlines

* Computer literate, good Microsoft Office knowledge

Skills/Experience:

* Pension/wealth experience

* Financial services experience

* Administration

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