Square Peg Associates

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Administrator - Bury

This is an excellentopportunity to work within a highly successful, rapidly growing and progressivecompany in Bury within a varied Administration role. This position will involveworking with internal managers and directors, providing strong administrativesupport including diary and appointment management. You will ensure that youare providing a consistently high level of support.


 

Main Duties:

  • Providing full administrative support to a small team of qualified Financial Advisers
  • Maintaining client records and portfolios keeping electronic files in good order
  • Liaising with clients by email, written correspondence and telephone
  • First point of telephone contact for client/provider enquiries
  • Diary management, keeping track of appointments in the diary
  • Submit and process new business, checking all details for accuracy and completeness
  • Monitoring application progress
  • Supporting with minute taking from time to time
  • Ad hoc data input and sending invoices

Qualifications and Skills

  • 1 year experience within a Financial Advisers, Bank, Mortgage or related industry or finance department or similar would be ideal although not essential
  • Enthusiasm for working with minimum supervision
  • GSCE Maths and English (A-B)
  • An aptitude for numeracy
  • Fantastic communication skills, both verbal and written
  • Operating knowledge of Excel
  • Good all round administrative skills
  • Positive can do attitude, flexible duties

Job Type: Full-time


A study package would be available for the right person to enhance yourskills within Financial Services.


 

If this role sounds right for you, then please apply today!




Basic Info

First Name:
Last Name: *
Address 1:
Address 2:
Town:
Post Code:
Email:
Phone:
Mobile:

Professional Details

Highest Qualification Held:
Notice Period:
Skill Set:

Attachment Information

Cover Letter:

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F1D FIELDHOUSE MILL, FIELDHOUSE RD,
ROCHDALE, GT MANCHESTER OL12 0AA

01706 523079

EAST LANCS OFFICE

E INFO@SQUAREPEGASSOCIATES.CO.UK


01254 366105

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