Client Service Administrator
SKILLS
FULL DESCRIPTION
Client Service Administrator
Company: [Employer hidden — view at passion-project.co.uk]
Location: Exeter
Posted: February 11, 2015
Expires: 27 February 2015
Job Description
An opportunity has arisen for a Client Service Administrator to join [Employer hidden].
[Employer hidden] Ltd is a Chartered Financial Planners firm based in Exeter specialising in undertaking investment management and giving independent financial advice. The company is in an exciting stage of growth and is now looking to take on a further administrator to develop the business further.
Previous financial services experience would be advantageous, but the applicant should be able to demonstrate a keen interest in investment and financial markets. The role will be busy and varied, requiring attention to detail and organisational skills.
Key Responsibilities
- Assisting with client correspondence via email or letter writing
- Supporting the advice process with various administrative and other related tasks
- Answering client queries where possible
Key Skills Required
- Previous experience working as a financial administrator
- Personable attitude towards clients and other members of staff.
- Familiar with MS Word and Excel
- Proactive approach and ability to prioritise your workload
- Enjoy working as part of a team.
- Strong analytical skills and a high attention to detail.
- High levels of literacy and numeracy.
Remuneration Package
Starting salary: Competitive Salary
Contributory pension
How to Apply
To apply for this role in the first instance please send a covering letter and CV to [contact hidden] by 27 Feburary 2015.