Financial Services Office Administrator

Financial Services Office Administrator

Aylesford

£24K FTE

Permanent Part time

20-30 hours

Our client is seeking an Financial Services Office Administrator to join there incredible team.

Key Responsibilities Financial Services Office Administrator:

• Managing emails incoming and outgoing
• Sorting out post incoming and outgoing
• Managing appointments including making new appointments and checking diary for active bookings
• Checking diary notes daily
• Checking answerphone messages on email system everyday
• Doing Mailshots and quarterly newsletters as and when needed
• Banking and posting incoming cheques
• Handling preparation for client meetings
• Ordering stationery
• Checking of post and emails on to back-office system
• Updating policy and client information to back-office system
• Check letters to clients using review listings
• Supporting or completing new business applications in paper form and online
• Acquiring Annuity illustrations, life cover illustrations and common insurance illustrations online
• Handling renewal and assisting with regulator reports
• Finishing Pension Scheme Returns and for SSAS schemes
• Setting up and maintaining Auto Enrolment Schemes
• Obtaining agency and adviser charge statements a monthly basic

Key Requirements:

• Ideal if you have a mortgage or insurance broker background
• Ideal if you have experience working in a bank

Disclaimer: Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants within 14 days then unfortunately you have not been shortlisted for this role.