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Gotcha Recruitment
,
Newbury, Berkshire
Administrator
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Job Type: Full-time |
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Salary: £16,000 per annum |
Overview
Administrator Key responsibilities of the Administrator will include: Inputting client information onto in house system File preparation for meetings Processing withdrawals and switches New Business processing Completing forms/preparing meeting packs and sending out correspondence to clients Dealing with client & Administration Centre queries over the telephone and email Paperless/scanning of documentation Ensure office stationery is kept up-to-date. Ad hoc administrative duties Skills & experience of the Administrator: A team player but able to work on own initiative Able to take on elements of responsibility and ownership of tasks Calm, friendly and non-judgemental approach Positive, energetic - demonstrates a positive attitude at all times Analytical Proactive Accuracy with attention to detail Ability to work to deadlines and juggle priorities Good organisational skills Excellent telephone client interaction skills and ability to build rapport Broad experience of Microsoft office (Outlook, OneNote, Word, Excel) Ensure confidentiality is maintained at all times An understanding and basic knowledge of financial products such as ISA, Unit Trusts and personal pensions would be beneficial but is not essential. A genuine interest in Financial Services as a career and some relevant financial/accounts experience is required. We are looking for someone with a "can-do" attitude who has the eagerness and passion to succeed in a fast-paced busy environment. This role will offer scope for personal development for the right candidate. Company Summary: Our client, based in Newbury, is a well-established financial services firm with a strong team ethos. Due to company growth, they are looking to recruit a full time Administrator to join their fun team. Team fit is of paramount importance, and everyone rolls up their sleeves to achieve company tasks and/or goals. Action: If you have the skills and experience that we are looking for please apply immediately with your CV in Word format and covering letter.