financial services administrator in cheltenham

posted
job type
permanent
salary
£ 22,000 per year
apply now

job details

posted
location
cheltenham, south west
job category
secretarial & admin
job type
permanent
working hours
Full-Time
salary
£ 22,000 per year
reference number
jw463954350
phone
01905 745533
apply now

job description

My client, a finance and professional services client are now looking to appoint an Administrator in our Cheltenham office. This role is to take responsibility for some of the day to day administration and general support for the office, provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team and office.

Principal Activities

Communicating with Financial Advisers and clients over the phone and face-to-face
Processing incoming and outgoing post
Stationery orders / grocery orders
Preparing and processing all new client documentation and amendments
Monitoring transfers of assets/cash from other institutions
ISA subscriptions and transfers
Processing of payments clients
Liaising with colleagues within Business Support regarding administration of client accounts.
Writing short client reviews
Ensuring client details and reviews are recorded correctly on systems
Preparing Meeting Packs
General record keeping and electronic filing
Adhering to Conduct Risk standards
This list is not exclusive and there may be additional duties to perform.


Experience

Previous administration experience preferred but not essential - additional training will be provided.
Intermediate knowledge of MS Word/Excel/Outlook preferred.
Ability to type preferred but not essential.
Comfortable learning to work with new online systems.


Qualifications

Willing to work to obtain qualifications relevant to the role.


Attributes / Skills



* Accuracy, numeracy, attention to detail
* Clear and concise communication skills - oral and written
* Ability to meet deadlines/work within restricted timescales
* Flexible and reliable team member
* Ability to work on own initiative to achieve required results
* Collaborative and inclusive approach to work
* Demonstrates the company values

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.