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Financial Services Administrator, Bury St Edmunds
Client: Time Appointments
Location: Bury St Edmunds, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 0b7af58cecf0
Job Views: 55
Posted: 24.01.2025
Expiry Date: 10.03.2025
Job Description:
Are you an administrative superstar? If you’re a motivated, enthusiastic, and professional administrator looking for a new challenge, this one is for you…
Time Appointments is currently working with a leading accountancy firm with offices based all over East Anglia. The firm is looking to recruit an experienced Financial Services Administrator to join their fantastic team.
Key Duties:
* Input accurate, up to date information on the system internally and externally on providers' websites.
* Ensure all administrative work is carried out to the highest standard and in line with the company's standards.
* Ensure all conversations with clients, including emails, meetings, and telephone calls are dealt with promptly.
* Attend client meetings.
* Travel to other offices when required.
* Responsible for managing own work and reporting back to your Supervisor.
Previous Skills & Experience:
* Minimum of 3 years experience in an administrative or support role within Financial Services.
* Previous experience in IFA/Wealth Management.
* Ability to manage own time and work to deadlines.
* Strong attention to detail.
* Excellent computer skills, particularly using Microsoft Office (Word, Excel, and Outlook).
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