Trainee Client Support Administrator - Edinburgh, United Kingdom - Lusona Consultancy

Lusona Consultancy

Verified Company

Edinburgh, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Lusona Financial Services are recruiting for a trainee client service administrator to join a busy IFA practice in Edinburgh City Centre.

We are looking for someone who is currently working within an admin role within a busy environment.

Responsibilities:

Making client Appointments
Opening and franking mail, scanning all relevant documentation to client file and updating back office system
Typing up of the Client Factfinds
Updating the pending work list on a daily basis
Ensure client data is accurate and up to date on the back office system
Welcome clients/visitors to the office by answering the telephone and door buzzer
Preparing refreshments for office and client meetings
Ensuring client files are compliant with FCA and Company guidelines
General administrative duties such as photocopying and filing

Further Responsibilities After Training:

Requirements:

At least one year's relevant experience within a Financial Services background
Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential
Experience of Intelligent Office desirable but not essential
Experience of using Platforms and Provider websites desirable but not essential
Excellent interpersonal and communication skills
Able to work to deadlines whilst managing and prioritising workload
Must have a keen eye for detail
Able to work as part of a team or, if required, under own initiative

This is a full-time office based position. Hours of work are Monday to Friday 9 am - 5 pm.