Financial Services Administrator

Zoek Pin Wilmslow, Cheshire East, England

£10 - £12/hour

Temporary (Full time)

Posted 44 days ago

Financial Services Administrator - temporary (6 months approx.)
We are supporting our client in finding a suitable temp to help out in the team during a particularly busy time. The position will be varied and include some of the following tasks:-
Processing Account Closures
Customer Log-in Queries – email and phone based
Providing account valuations
Changes of Address
Processing account servicing documents to third party companies
Dealing with client change of financial adviser
- Ideally you will have some prior experience of having worked within a financial services environment
- Specifically within pensions/investments would be beneficial
- You will have a confident and professional manner when dealing with clients, including advisers, fund managers and other providers
- A team player is required as the working environment is such that you may need to work with the team to support each other, so flexibility is key
- Strong administration skills and computer literate - use of Word, Excel and databases
Other information:
Temporary position to start ASAP
Length of assignment - end Dec 2021 approx - may be extended depending on projects
Hours - Mon-Fri - full-time (earlier finish on a Fri)
Home working role - will be office based from August on a part office/part home basis
Pay rate - c10 per hour

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