Administration Assistant

My client, the UK’s leading provider of wealth management services, are looking for a high calibre administration assistant to join their prestigious company! Paying £18,000 plus training and benefits, based in their impressive Cardiff offices.

This opportunity to become an administration assistant would be perfect for individuals looking to work for an impressive well established company, coupled with; a marvellous opportunity to obtain a household name on your CV alongside, the chance to network with some of the most influential industry professionals in the financial space.

Administration Assistant responsibilities:

– Communicating with Financial Advisers and clients

– Preparation and processing of all new client forms and amendments

– Monitoring of transfers of assets/cash from other institutions

– ISA subscriptions and transfers

– Processing of payments to intermediaries

– Liaising with operations department

– Ensuring client reviews are recorded correctly on systems

– General record keeping and electronic filing

– Using MS Excel to work with data

– Ad-Hoc Duties

Customer Service Specialist experience:

* Admin Experience
* Experience of MS Excel/Word/Outlook/Access
* A-Level or equivalent education
* Flexible and reliable
* Ability to work on own initiative
* Team Player
* Good communication skills – oral and written
* Ability to meet deadline/work within restricted timescales

Benefits:

+ 18,000 PA
+ Super package and benefits (details on application)
+ Corporate rate gym membership
+ Pension and private medical cover