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Financial Services Administrator

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  • Ref: JM0088

I have an exciting opportunity for a Financial Services Administrator to work for an financial services organisation based in Okehampton. This role will provide support to my client’s financial consultants, processing administrative work which includes producing investment statements and processing new business.

Financial Services Administrator responsibilities include...

Investment Statements

  • Competing and monitoring data on an Excel spreadsheet, including using formulas, formatting and printing options
  • The use of websites, to obtain and detail fund values
  • Knowledge of investments funds including product types and unit value definitions 
  • The understanding of client file chronology, the investment process and the consultant’s role The use the in-house database and diary systems

New Business Processing

To support the consultants by processing any new or ongoing business This includes –

  • Photocopying/scanning application forms
  • Sending applications to investment of Life companies
  • Diary management form product providers
  • Using the internal diary system to ensure work is processed
  • To liaise with consultants for additional information required
  • To maintain client files

Financial Services Administrator requirements include...

Key abilities and requirements for this role include:

  • Prior experience within a financial services environment is desirable
  • Knowledge or Excel
  • The ability to lean new processes, and use new systems
  • A strong work ethic
  • Attention to detail
  • A sound Mathematical ability
  • Knowledge of Word
  • A team player, enthusiastic and upbeat

The ideal candidate will be present in the office, interacting with clients and consultants and taking part in the day-to-day general duties of running a small office. 

Consultant contact