Ref: DO 8032
An excellent opportunity has arisen for an Administrator to join a leading wealth management business on a full-time, permanent basis. Working from the Exeter office, you will assist in the day-to-day administration for the team, including answering the telephone in a polite and helpful manner, filing/maintaining records electronically/accurately, and processing payments. The successful candidate will have excellent attention to detail, good IT skills, and an interest in the Wealth Management sector.
Responsibilities include: -
- Maintain and file electronic records
- Assist with the front of house duties such as answering phones, meeting & greeting visitors, and general housekeeping
- Work with team members to ensure the regional calendar is up to date
- Prepare and send client correspondence
- Deal with client queries and pass onto the relevant team member
- Process payments to clients, providers and internally
- Liaise with colleagues within Business Support regarding administration of client accounts
- Ensure client details and reviews are recorded correctly on systems
- Adhoc administrative tasks as and when required to support the wider administration team
Requirements: -
- An interest in the Wealth Management sector
- A willingness to develop knowledge of own department, the wider business, and the Financial Services sector
- A sharp eye for detail and ability to double-check the accuracy of information and work provided
- Takes accountability for own work, with the ability to meet deadlines/work within restricted timescales
- Intermediate knowledge of MS Word/Excel/Outlook preferred
- Able to communicate at all levels
- Strong team-working skills
Package:
Our client offers great benefits, a competitive salary as well as excellent learning and development opportunities.
Recruitment Consultant: Dani Osborne
Closing Date: All suitable candidates will be submitted as soon as received; our client reserves the right to appoint before the closing date. Please note that due to the volume of applications, if you haven’t received a response within 5 days of applying, then unfortunately on this occasion you won’t have been successful.
Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we will hold your details on our database and may be contacted for other suitable vacancies. If you do not want us to do this, please let Cathedral Appointments know.