Trainee Financial Services Assistant - Conwy, United Kingdom - donoghue brown recruitment

donoghue brown recruitment
donoghue brown recruitment
Verified Company
Conwy, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Trainee Financial Service Assistant

Responsibilities:


  • Taking phone calls, enquiries and requests, and dealing with them where appropriate.
  • Client correspondence, written and verbal.
  • Processing new business.
  • Preparation of client review packs and booking client reviews into the advisers diary.
  • Maintain client records.

Experience & Skills:

  • The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.
  • Previous work experience in Financial Services would be advantageous including the use of financial software packages.
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
  • Excellent communication skills including written and telephone.
  • Confident with IT and office software packages (Word, Excel etc).
  • A team player with a positive attitude.
  • Administrative experience: 1 year

Job Types:
Full-time, Permanent


Pay:
From £21,000.00 per year


Benefits:


  • Company pension
  • Gym membership

Schedule:

  • Monday to Friday

Work Location:
In person
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