Office Administrator

Job Summary
We are currently seeking a Financial Services Administrator to join our team.

The Financial Services Administrator role will involve processing new business, preparing client review reports and updating our back-office system, alongside general office administration duties such as scanning and processing the post.

The candidate must have administrative experience, working in an office environment. Whilst financial experience is advantageous, training will be provided. They must also work well in a team, and have a friendly, but professional manner.

Main duties and responsibilities include, (but are not limited to):

• Preparing review documents for clients including Portfolio Reports and Hold Suitability Reports.
• Processing new business
• Producing cashflow reports
• Processing client letters of authority and obtaining information of clients existing plans
• Liaise with product providers and other third parties effectively, where required.
• Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back-office system.
• Obtaining and recording client feedback
• Updating our client database and back-office system

Other Responsibilities:

• Scanning
• Photocopying
• Processing the post
• Ordering stationary
• Updating Client Compliance packs
• Taking telephone calls

Required Skills:

• Previous administration experience, preferably within a Financial Services firm, although not essential.
• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. To include clients and providers.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business
• Professional integrity: Ability to practise and maintain appropriate and ethical behaviour
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and providers
• Flexibility: The flexibility for and commitment to continual service development and improvement
• Be able to work within defined business processes.
• Excellent attention to detail, organisational, and time management skills

What We Offer:

• A competitive salary
• Company pension
• 25 days holiday, plus bank holidays
• Support for professional qualifications
• Annual team day out plus frequent social events throughout the year
• Collaborative and friendly work environment

About Us

Zoop Recruitment are an independent Recruitment Specialist and we pride ourselves into providing the highest quality of staff. If this job role doesn’t quite suit your requirements, please get in touch to see what other opportunities we have available, or visit our website on: www.zooprecruitment.co.uk or ring us on 01858791333