Financial Services Administrator - Glasgow
Only for registered members Glasgow, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
The Financial Services Administrator will provide administrative support to a small team of Financial Advisors and manage the day-to-day administrative requirements of the Glasgow office.
Responsibilities
- Manage the incoming post on a daily basis
- Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner
- Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner
- Provide excellent customer service over the phone to both existing and prospective clients
- Act as the face of the company for customers who may visit the office
- Prepare and issue client documentation as required
- Prepare invoices for payment using our Finance System (Xero)
- Update the CRM system to reflect incoming payments and allocate to the relevant accounts
Job description
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