Financial Administrator

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.