Administrator - Cheltenham, United Kingdom - Tate

Tate
Tate
Verified Company
Cheltenham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Administrator

£9.90p/h

Full time hours per week

Location -Bishops Cleave, Cheltenham. GL52 8YQ

Hybrid after training

Key Responsibilities:


  • Vetting and activating new portfolios
  • Vetting and activating direct debits
  • Vetting Transfers In and sending authorities to providers
  • Checking paperwork and making corrections

Skills:


  • Excellent attention to detail and data entry accuracy and speed.
  • Good customer service skills
  • Confident in ability to quickly learn new systems web based administrative systems and scanning and imaging software
  • Ability to work under varying workloads and pressures
  • Flexibility and a team player who is willing to adapt as the team and processes continue to develop
  • Committed to learning new skills and developing competency, with pride in the quality of their work
  • Good knowledge of using spreadsheets

Desired

  • Knowledge of platform products (ISA/Investment Account/Pension)
  • Previous Financial Services experience
Tate is acting as an Employment Business in relation to this vacancy.
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