Administrator
Cambridge
£25,000
Our client is looking to recruit an Administrator to join their ambitious team. This varied and fulfilling role will play a pivotal part in supporting financial advisers, helping to maintain the high standards of service their clients receive. You’ll be joining a great company that offer development and progression opportunities!
Key Responsibilities:
*Support financial Advisers with dealing with enquiries, onboarding new clients, sending out and monitoring letters and processing trade deals
*Update CRM system, monitor client information, and action all diary entries within given timeframe
*Carry out client reviews and produce valuations to be reviewed and passed to Advisers
*Open and allocate all post, and post all outgoing post within time allocations
*Handle document admin tasks including processing, updating, scanning, and archiving forms and materials
*Provide general office support including taking incoming calls and other administrative duties to keep operations running smoothly
Who you are:
*Experience in administration, ideally within financial services or legal sectors
*Confident within Microsoft Tools
*Excellent customer service and communication skills
Benefits:
*Company pension
*Flexitime
*Work from home