Senior Administrator

Financial Services Administrator

Poole

GBP22,000 - GBP28,000

Are you looking to get your foot in the door with a financial services practice?

If so this is the role for you, with a great opportunity to progress you career. You must have had previous administration experience in a professional environment.

• Scanning and electronic filing

• General servicing requests

• Record client information on CRM system

• Prepare files including compliance required documentation; research; illustrations; supporting documentation

• Maintain accurate client information, files/records

• Responsible for Letter of Authority processing

• Pulling valuations from provider website/platforms

• Project a professional image in both appearance and attitude and provide

• Quality support on time to agreed standards;

• Attend and contribute to regular team meetings

• Maintain a good working relationship with colleagues, clients and third parties.

For more information please contact Donna at REED.