Financial Services Administrator - Billingham, United Kingdom - NOVUS WEALTH MANAGEMENT LTD

Description

Firm of experienced Financial Advisers based at Wynyard delivering a professional and specialised service, ideally looking for an experienced Financial Services Administrator.

Excellent opportunity to join a team that is committed to providing high quality advice and a personable service to both private and corporate clients.

• To provide administrative support to Novus Wealth Management.
• To provide general office and clerical services for the team, including photocopying, scanning, collecting and distributing post, filing, greeting visitors to the office and making drinks.
• To undertake processing of correspondence, drafting letters and sending correspondence to corporate standards and deadlines and in formats appropriate.
• To accurately maintain databases containing confidential financial and personal information.
• To answer and field incoming telephone calls and ensure that these are dealt with accordingly.
• To liaise with clients and insurance companies where needed.
• To arrange meetings and undertake any associated administration.
• To undertake any other duties appropriate to the post.
• To work in accordance with set policies and procedures.
• To respect the confidential nature of the work and protect personal information in accordance with data protection regulations and policies in place.

• Company pension
• Life insurance
• Onsite parking
• Private medical insurance

• Monday to Friday
• No weekends