Administrator
Permanent
Job Description
- Be able to work under your own initiative and priorities work effectively.
- Maintain good time management and effective organization ensuring that tasks are prioritized.
- Responsible for core tasks such as photocopying, answering the telephone as required, distribution of post and associated mail items within office.
- Produce valuations, sendoff transfer of servicing documents and ensure acceptance from providers, collect information required to research client plans and policies
- Updating documentation onto the back office system as well as overseeing administration and processing to completion.
Required Knowledge, Skills, and Abilities
- Previous financial services experience is essential for this specific role.
- Knowledge of investments, pensions and mortgages is preferred
- Industry recognized qualifications would be an advantage but are not essential.
Reference no: 91542