JOB OVERVIEW

Administration Support Role to a Financial Services Firm
Starting Salary: £25,000 per annum
35 hours working week
Financial Services experience beneficial -but not essential
Training will be provided for all aspects of the role.
Long-term prospects and career opportunity available
Role
You will play an integral role in supporting the Practice Management Team, including taking ownership of the End-to-End Client documentation process - In-house Training will be provided.
Your role will include daily use of the full suite of Office 365 programmes and industry-specific CRM and data analytics tools (for which training will be provided). Experience in maintaining reporting and workflow through SharePoint will be beneficial.
A key part of your role will be to ensure that all records of prospect and client interactions and data throughout the fiscal year is included - on both our external and third-party systems - and creating Management Information reports based on the inputted data. This can include cash flow and financial-based reports.
The successful candidate must have experience of data control and be highly process and detail orientated.
Strong communication skills are a must, and you will need a professional and polite telephone manner and be able to respond to emails in a professional and timely way. A high attention to detail is required in all client, prospect, and provider communication.
Day to Day office management skills including arranging meetings for the team – via MS Teams, Zoom, and conference call - preparing meeting packs, writing post-meeting reports, and an array of administrative responsibilities.
You will also need to be a confident communicator and have the ability to build and maintain professional and courteous relationships with clients and providers.
A good level of IT Proficiency – particularly with Outlook, Excel, and SharePoint – and experience with data entry and report creation on CRM systems is desirable.

Personal Attributes

• Experience of working in a professional office
• Smart, professional appearance at all times.
• Strong time keeping and time management skills
• Clear DBS check
• Excellent interpersonal and communication skills
• Good written English
• Pleasant telephone manner
• Ability to be clear and concise when passing on information.
• Strong organisational skills: able to multi-task and prioritise.
• Ability to work to deadlines
• Able to always maintain confidentiality and to handle sensitive matters.
• High attention to detail
• Flexible, adaptable, enthusiastic attitude
• Willingness to participate in training programmes

Job Type: Full-time
Pay: £25,000.00-£27,500.00 per year

Benefits:

• Company pension
• On-site parking

Work Location: In perso

Please refer the Job description for details