Financial Services Administrator

  • Location:

    Leatherhead, Surrey

  • Sector:

    Financial Services

  • Job type:

    Part Time

  • Salary:


  • Contact:

    Stephanie Ward

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


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

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