Financial Services Administrator

  • Location:

    Leatherhead, Surrey

  • Sector:

    Financial Services

  • Job type:

    Part Time

  • Salary:

    Negotiable

  • Contact:

    Stephanie Ward

  • Contact email:

    stephanie.ward@search.co.uk

  • Job ref:

    Req/549961

  • Published:

    5 months ago

  • Expiry date:

    2020-02-28

A part time Financial Services Administrator is required for a well established Wealth Management firm based in Leatherhead. Flexible hours available. Duties are as follows:

* Process new business
* Data entry
* Ensure back office system is updated (Adviser Office)
* Fully utilise back office system and ensure it is kept up to date with accurate information
* Ability to work accurately and in accordance with procedures
* Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
* Scan and file documents
* Sort and allocate the post when necessary
* Meet and greet visitors when necessary

For further information please contact Stephanie Ward on 01293 848181

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.