img
Permanent

Financial Services Office Administrator

Bristol
money-bag 19000.00-19000.00 Annual
2837369266
Posted 1 week ago

Location: Bristol BS1 4UT Salary: £19,000 £23,000 (depending on experience) Job Type: Full Time or Part Time Office hours: (Mon Fri, 9.30 5.30) About us: We are a medium sized firm of directly authorised independent financial advisers with offices in the centre of Bristol. The firm was established over 35 years ago and specialises in retirement advice with a bank of over 800 clients. We are a proactive organisation and the workflow is high. The Administrator role: You will be dealing primarily with the administration within the small Pensions Department. This will include database inputting ie accurately updating clients records, speaking to pension providers and pension scheme members, requesting information from pension providers plus other ad hoc administrative tasks to assist the department and the office, as required. You will need to have a good telephone manner to be able to answer phone calls coming into the office and take the details to either pass them to the correct member of staff or take accurate messages so that someone can follow up. The Administrator duties: Maintaining the back-office database ensuring it is kept up to date and accurate Answering incoming telephone calls and taking excellent messages Advising companies of a client s change of address or any other change in circumstances Responding to emails from clients and pension providers Producing and sending invoices to clients Maintaining an accurate diary system and chasing insurance companies for ..... full job details .....

Other jobs of interest...

CMD Recruitment
Trowbridge1 week ago
money-bag25000.00-25000.00 Annual
BRC
Bristol3 weeks ago
money-bag10000-500000 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!