Administration Assistant Financial Services 12 month FTC
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| Job Type | Contract |
| Area | South East England, UKSouth West England & Wales, UK |
| Sector | Financial ServicesCustomer Services |
| Salary | Up to £26,000 |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12677 |
| Job Views | 67 |
- Description
- Renowned investment management company is seeking to strengthen its Relationship Management Investment Team with the addition of an enthusiastic, hands-on Administrator on a 12 month fixed term contract. The successful candidate will be required to provide administrative support and a seamless service to clients. This role will suit an individual with a methodical approach to work and a keen eye for detail.
Duties to include:
- Managing client administration processes in a timely manner, including preparing documentation for onboarding and updating records on CRM.
- Responding to any queries from clients, both on the phone or via email, promptly and in a professional manner.
- Maintaining and updating the marketing list on the relevant systems.
- Producing and accurately formatting documentation, including letters and emails.
- Creating presentations and meetings packs for trustee and client meetings
- Managing team and managers’ diaries, arranging meetings and organising travel arrangements.
Requirements for the role:- Strong organisational skills and sound IT capabilities (MS Office, CRM, RID, CMP and mail merges)
- Initiative and excellent communication skills both written and verbal are essential to carrying out this role in what is a fast-paced environment.
- Previous relevant experience gained within Financial Services or Professional Services highgly desirable
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.