Job Description

• Answering the telephone
• Opening, logging and scanning the post
• Greeting clients
• Undertaking client valuations and associated fund performance research
• Liaising with providers by telephone/correspondence in relation to new and existing business
• Processing new business (online and by post) and monitoring applications
• Processing amendments to existing plans e.g. fund switches
• New business illustrations and research
• Processing letters of authority and obtaining full information on clients' plans
• Scanning client files
• General correspondence
• Any other duties as requested by directors

Hrs of work are Monday - Friday - 9.30am - 2.30pm

Benefits:

• On-site parking

Schedule:

• Day shift

Required Knowledge, Skills, and Abilities

At least 2 years previous financial services administration experience working for a Financial Services firm is preferred. The successful candidate must also be able to demonstrate some knowledge of the financial services market (RO1). Knowledge of Intelliflo office software would be advantageous.