Financial Administrator
A great opportunity has arisen for an administrator, to work for my client either on a full time or part time basis.
Established for several years and due to growth the role is for an office administrator within finance sector.
Role is based in an excellent location in beautiful modern and very well equipped office, complete with tea/coffee making facilities and a kitchen area.
The role:
Administration- Managing and responding to emails in a timely, professional and friendly manner, handling correspondence
Keeping the CRM system updated
Saving documents in the correct files
Ensuring the digital filing system is updated at all times
General administration
Work and help support the marketing team with Topic Ideas
Research industry trends
Help with generation of newsletters, ensuring clients and prospect clients are informed of the latest trends
Customer Service and client engagement, making sure that all enquiries are followed up via email and telephone call
Answer incoming calls when required
Ideal Person
Previous experience in office administration
Excellent attention for detail
Highly organised with an ability to handle and prioritise multiple tasks
Collaborative approach to working
Ability to work well in a team or individually
Opportunity for career development to train as a Finance Broker if desired
Ability to handle financial data and ensure compliance with regulations
Identify any issues and help to implement effective solutions
Experienced in using CRM Systems
Proficient in Microsoft applications including: Word, Excel, Outlook
Excellent written and verbal communication skills both over the phone and in person
Professional and friendly approach
Good customer service skills.
Remuneration:
Annual salary circa 26-28k, Private Medical Insurance, Town centre location, Pension, 20 days holiday plus bank holidays, some flexible working and some home working by mutual agreement. Great place to work.