25 Oct
Nelson Scott
England
Job description
Job Description
IFA Administrator / Assistant
Salary : to £ 26000 p.a.
Location : South East England, South East England
Type : PERM
Ref : VR / 04324
Administrator / Assistant
Answer and transfer telephone calls or take messages
Schedule appointments and receive customers or visitors
Account Opening Administration
Maintain office filing
Information gathering and management
General Photocopying and scanning
Sort and deliver incoming mail and send outgoing mail
Create and maintain client records and databases
Deal with Client Queries
Liaise with our back office for account maintenance, payments & updates
Typing - reports and correspondence
Stationery / Supplies Ordering
Processing new business applications.
Speaking with providers to obtain information relating to clients policies.
Sending letters of authority to providers.
Key Skills
Financial Services Background
Microsoft Office
Organisation and planning
Work and time management
Verbal and written communication skills
Attention to Detail
Knowledge of administrative & clerical procedures
▶️ IFA Administrator/Assistant
🖊️ Nelson Scott
📍 England