Financial Services Administrator/Sales Support - CrawleyArtemis Recruitment Consultants Ltd • Crawley, England, United Kingdom
Financial Services Administrator/Sales Support - Crawley
Artemis Recruitment Consultants Ltd
- Crawley, England, United Kingdom
- Crawley, England, United Kingdom
Über
The role would include: - Contacting providers by phone and email to chase up for requested information - Completion of application forms, new client forms & related admin - Preparing documentation and valuations for the Financial Adviser's - Coordinating incoming and outgoing post as necessary - Booking meetings and general day to day support as required - Preparing client letters and emails - Assisting with admin matters, such as photocopying/ scanning and keeping client records up to date
The ideal candidate: - Have proven experience in a Financial Services Administrator /Sales support role to include letter of authority and new business applications - Proficiency in Microsoft Office - Excellent organisational skills and the ability to multitask - Have an excellent telephone manner and be able to deliver exceptional customer service - Able to work independently and as a team - Demonstrate initiative and be able to follow procedure and instruction - Confidence to speak to clients, providers, and all levels of employees - Able to work under pressure during our busy times - Be able to produce accurate work - Demonstrate they can be adaptable and happy to take on new challenges - Experience of using Intelligent Office would be an advantage
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Sprachkenntnisse
- English
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