Financial Services Administrator
in Finance , in Administration PermanentJob Description
Are you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you!
Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join their fantastic team! As an Administrator, you will be responsible for the administration of the Firm’s Multi-Manager and Portfolio Management Services.
This is a fantastic opportunity to learn about the current market, financial services, and gain experience within a reputable company.
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Key Responsibilities:
- Onboarding of new clients, ensuring accounts are set up correctly
- Assisting colleagues with various admin tasks
- Answering phone calls
- Support the Administration team with the creation and maintenance of data for all new and existing pension clients
- Support the Administration team with the transfer in and out of accounts in a timely manner.
- Responding to pension-related queries in a timely manner
- Providing support to Wealth Planning and Investment Managers as necessary
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Skills & Experience Required:
- Good standard of education, especially English and Maths
- Previous administration experience ideally from within a Financial Services environment
- Ability to work as part of the team and with other colleagues
- Ability to work under pressure/prioritise workloads
- Aware of the need to adhere to procedures and minimise errors
(V/12748)
