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Branch Administrator

Job Title: Branch Administrator
Contract Type: Permanent
Location: Leeds
Industry:
Salary: £19,000
Start Date: ASAP
REF: ASH16709CH_1519316856
Contact Name: Chris Hiett
Contact Email: chiett@ashdowngroup.com
Job Published: 9 months ago

Job Description

A leading financial services company who specialise in wealth management and investment is looking for an experienced Administrator to join its team in Leeds.

Working within a busy environment this Financial Services Administrator role will be responsible for:
-Providing support to Investment Managers
-Ensuring smooth running of the branch
-Being the first point of contact for clients by phone, email and in person
-Typing up client correspondence
-Managing Word and Excel databases
-Processing client invoices
-Ensuring clients receive necessary forms and valuations
-Ensuring compliance
-Ad-hoc administration

This Financial Services Administrator role is paying a starting salary of up to £19,000 plus an excellent benefits package including 25 days holiday.

To be considered suitable you must have excellent literacy and numeracy skills along with strong Microsoft Office skills. Experience within the financial services, wealth management, investment or insurance industries will be highly advantageous.