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Permanent Financial Services Administrator £16,000 to £18,000pa

in Wakefield

•To assist in the admin duties in the day to day running of the practice
•To support the practice with daily business functions
•To request and collate ceding scheme information from third party providers
•To upload information onto computer systems
•To maintain daily postal requirements
•To be the first point of contact for client/provider queries
•To process financial/business documentation and forms
•To work within a regulated environment
•To be the first point of contact for clients/providers queries, resolving efficiently or referring to correct area
•To effectively record day to day actions on appropriate system
•To perform postal duties including scanning sensitive data
•To process information requests
•To collate information using checklists to establish full receipt
•To process client actions ie: withdrawals, change of address
•To help maintain client relationships ie: writing and posting birthday cards, assisting with mail merges
•Responsible for own study
•Complete administration accreditation
•Able to pass internal testing of knowledge annually
•Attend forums and workshops as appropriate
•Aiming for Diploma qualifications or equivalent
•The ability to balance conflicting demands in a calm and friendly manner.
•Ability to work professionally and follow practice etiquette
•Adaptable to meet practice requirements
•An ability to pay attention to detail
•Ability to accurately transpose information
•Financial industry knowledge
•Experience in setting up and maintaining systems, processes and procedures.

• Broad experience of Microsoft Office (Word, Powerpoint, Excel)

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Published at 19-05-2017
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