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Aspiria Recruit
,
Exeter, Devon
Administrator
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
Exeter £18,000 - £22,000 Monday to Friday (09:00 - 17:00) This is a great opportunity for someone either looking for a career within financial services, or for someone who wants to take their administration experience to the next level. Working within an extremely successful and well-networked business in Exeter, this would be working within a close-knit team, who pride themselves on giving great customer service to their clients, as well as being efficient, yet friendly and warm. We are looking for someone particularly strong with written English, maybe being a bit of a perfectionist when it comes to spelling, grammar and punctuation, so that all documentation and correspondence is highly accurate and professional. You may already have some administration experience and want to take your career to the next level, working within a professional, hard-working, yet relaxed environment. Tasks will include: Answering and dealing with incoming telephone calls from clients and product providers. Liaising with clients, introducers, insurance companies, etc. (via telephone, letter, email etc.) and assisting with queries where appropriate. Processing and monitoring new business applications including online processing and fund switching. Ensuring that investments and fund switches are accurate and up-to-date. Compiling new and updating existing client valuation schedules. Meeting and greeting visitors to the office Typing Prioritising workloads to ensure maximum efficiency Monitoring stock and ordering supplies Post duties General other administrative duties Skills and experience required: Previous administration experience is desirable, although not essential Excellent spelling, grammar and punctuation is an absolute "must" Good knowledge of Microsoft Outlook, Word and Excel is important The ability to juggle different tasks and manage a busy workload A friendly, professional and credible persona An interest in financial services would be an advantage Benefits: To be discussed on application To apply, please submit your application or alternatively please contact James at Aspiria Recruit (contact details on the Aspiria Recruit website)