Financial Services Administrator Job in Liverpool L38EL, North West UK
An exciting opportunity has arisen to join a growing financial services firm in Liverpool. They are looking for an experienced Financial Services Administrator to join their office in Liverpool.
The main function of the role is to provide administrative support within the office including reception tasks and secretarial duties as required.
THE ROLE
•Arrange meetings, manage diaries, handle telephone calls for the Liverpool office
•Manage the reception desk (as applicable): ensure all visitors are greeted and announced; handle and direct all general phone calls and messages
•Obtain standard reports and customised query reports from the computer system, by inputting the parameters required
•Maintain the integrity of the contact management systems with accurate data
•Order all bulk items, including stationery, office supplies, foodstuffs etc for the office and maintain and control appropriate stock levels
•Where refreshments are required internally, order and prepare the food for those attending e.g. working lunches, training courses etc.
•All administration tasks as required e.g. photocopying, printing, envelope stuffing and despatching mailshots.
•Type letters and reports as directed
•Update database with revised client details
Only Candidates with IFA or Investment administrative experience will be considered for the role.
Salary for the role is dependent on experience.
To find out more about the role of for a free consultation please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.