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.

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 financial administration or administration with a degree related to a financial field
• Confident within Microsoft Tools
• Excellent customer service and communication skills
• Knowledge of IFA office procedures and compliance is desirable