This is an excellent
opportunity to work within a highly successful, rapidly growing and progressive
company in Bury within a varied Administration role. This position will involve
working with internal managers and directors, providing strong administrative
support including diary and appointment management. You will ensure that you
are providing a consistently high level of support.
administrative support to a small team of qualified Financial Advisers
client records and portfolios keeping electronic files in good order
clients by email, written correspondence and telephone
First point of
telephone contact for client/provider enquiries
management, keeping track of appointments in the diary
Submit and process new business, checking all details for accuracy
Monitoring application progress
with minute taking from time to time
Ad hoc data
input and sending invoices
Qualifications and Skills
experience within a Financial Advisers, Bank, Mortgage or related industry
or finance department or similar would be ideal although not essential
working with minimum supervision
GSCE Maths and
communication skills, both verbal and written
knowledge of Excel
Good all round
do attitude, flexible duties
Job Type: Full-time
A study package would be available for the right person to enhance your
skills within Financial Services.
If this role sounds right for you, then please apply today!
Call us now to start talking about your recruitment needs.