Job Title
Administrator (CS005588)
Salary
Up to £20,000 pa
Location
Amersham, Buckinghamshire.
Start Date
ASAP
Reference
CS005588
Contact
Apply for this job
Specifications: 

This is a 1 year Maternity Cover Contract 

Our client, a consultancy firm based all around the country are recruiting an Administrator to assist their busy team. The ideal candidate will have a minimum of 2 years’ experience working within the Financial Services Industry and have excellent communication skills with customers and colleagues on all levels.

Key Duties:
• Prepare documentation for client appointments/meetings
• Undertake office duties, such as filing, post, stock and order systems, minute taking
• Completion of client reports
• Send prepared investment information/reports to clients
• Respond to client administrative inquiries, face to face, through telecommunications or letter
• Develop processes to support the advisors
• Maintain the integrity of ‘Model Office’ processes and databases
• Liaise with providers and communicate the outcomes
• Assist with the retention and development of client relationships
• Assist in the identification and development of new clients
• Evidence CPD

Special Requirements: 

• Good secretarial and numeracy skills with a high degree of accuracy
• Ability to build strong working relationships with colleagues and clients
• Good secretarial and numeracy skills with high degree of accuracy a pre-requisite
• Excellent interpersonal and organisational skills
• Working knowledge of Microsoft Word and Excel packages essential
• Desirable knowledge of Model Office
• Desirable NVQ Level 3 in Business Administration