We’re looking for a reliable and detail-oriented administrator to support our busy financial services team.
This role is ideal for someone who is highly organised, comfortable working independently and equally effective as part of a collaborative team.
You will play a key role in ensuring accurate financial services administration while delivering excellent customer service to a wide range of internal and external stakeholders.
Key Responsibilities
Processing financial services transactions accurately and in a timely manner
Maintaining client’s records and ensuring data integrity
Responding to financial services-related queries and providing clear, helpful
information
Liaising with internal teams and external stakeholders such as customers and
financial product providers
Ensuring compliance with internal procedures and financial controls
About You
Excellent attention to detail with a high level of accuracy
Strong organisational and time-management skills
Able to work effectively on your own and as part of a team
Confident in providing proactive, professional, customer-focused service
Comfortable working with a range of stakeholders at different levels
Knowledge in various software packages including Intelligent Office and Microsoft Office; experience with financial services systems is preferred
Knowledge of Financial Services products, how each product works and how each provider platform works
Basic knowledge of tax reliefs and allowances, contribution levels and changes to legislation
INTERESTED?
To register your interest, please send your CV to