Financial Services Administrator

Gibson Jones ,
Huntingdon, Cambridgeshire
Job Type: Full-time
Salary: £22,000 per annum

Overview

Gibson Jones is proud to be supporting a professional services company to recruit an additional administrator to provide high quality administration support to fee earning professionals within their small, friendly & tight knit team. This is a position that offers great benefits & career opportunities in a warm, family feeling business. Ideally you will have had previous administration experience within a professional services environment & will be comfortable with the following duties: Answering inbound telephone calls & dealing with client queries promptly, taking messages or redirecting as required Sending out suitability letters Composing & updating Spreadsheets Processing new clients onto the system & issuing new client letters Ensure the activity planning software is monitored daily & escalated when required Diary management - with entries to be updated with clear & concise notes Performing client reviews to be reviewed by fee earners Preparing valuations for submission Manging inbound & outbound post & documents Processing received forms into relevant client folders. Other general administration The ideal candidate will be well versed with all office packages, able to multitask with autonomy to set own deadlines as well as having strong customer service & relationship building skills. If you are interested in this position, feel you have the relevant skills and would like to apply please call us or apply online. Whilst we’d love to get back to every applicant, it is not always possible. If you haven’t heard from us within 5 days, please note that your application has not been successful on this occasion. Founded in 2018, Gibson Jones has helped start up’s, sme's, and growth companies to acquire talent, ranging from graduate positions to senior management positions. We are experts in helping companies acquire talent. Our reputation is built on providing a professional, ethical, and valued service to both clients and candidates alike.