Financial Services Administrator - Colchester, United Kingdom - Douglas Steers & Company

Douglas Steers & Company

Verified Company

Colchester, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Typist / Administrator required for Financial Services Company, providing support to our team of IFA's. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available.

A good work ethic
Ability to work as part of a team or on their own, using initiative
Highly organised & methodical with excelletn attention to detail
Accurate but quick typing skills
Confident with figures
Good communication skills
Friendly and helpful telephone manner
Ability to work to deadlines and under pressure if required

Duties will include but are not limited to:

Audio Typing (the majority of the job role)
Dealing with incoming post (scanning and documenting)
Dealing with outgoing post (completion of letters, printing in final copy, getting signed and sent)
Assisting with the preparation of client files/onboarding admin for new clients
Answering the telephone and dealing with queries
Making outgoing calls to insurance companies to obtain client valuations and information when required (from time to time)
Potentially putting together client valuations and inputting these on to excel/spreadsheets