Administrator (Financial Services)
Thrive Group
What you will be doing:
Supporting the team, you will be tasked with a range of administrative duties to include;
- Opening and preparing client files through to completion
- Client research, providing a range of information for the team
- Ensuring the CRM is updated
- Obtaining quotes from providers and other third parties
- Dealing with new and existing clients via phone and email
- Proven administrative experience gained within financial services is essential, in particular wealth management
- Excellent communication and customer service skills as you will be dealing with clients at all levels
- Effective time management and able to work in a deadline driven environment
- Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems
- A competitive salary and benefits package
- Full-time Monday to Friday - 100% office based
- The chance to develop your career with a successful and forward-thinking firm
- Full training and professional study support
If this position sounds of interest and you would like to be considered, please contact Sarah Collins : (url removed)
Thrive Group are acting as an employment agency in relationship to this vacancy.
If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.
PRMSTH-
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