Administrator (Financial Services)

The Thrive Group; Trowbridge; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services firm in Trowbridge is seeking an Administrator to join their team. You will support a variety of administrative tasks including opening client files, conducting research, and ensuring the CRM is updated. The ideal candidate will have proven administrative experience in financial services, excellent communication skills, and be proficient with MS Office and CRM systems. This is a full-time, office-based role offering a competitive salary and opportunities for career development.

Benefits

Competitive salary

Benefits package

Career development opportunities

Full training and professional study support

Qualifications

• Proven administrative experience gained within financial services.
• Excellent communication skills as you will be dealing with clients.
• Effective time management in a deadline driven environment.

Responsibilities

• Opening and preparing client files through to completion.
• Conducting client research and providing information to the team.
• Updating the CRM and obtaining quotes from providers.

Skills

Proven administrative experience

Excellent communication skills

Customer service skills

Effective time management

Excellent IT skills

Tools

MS Office (PowerPoint, Word, Outlook, Excel)

CRM systems

Job description

Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator.

What you will be doing:

Supporting the team, you will be tasked with a range of administrative duties to include;

• Opening and preparing client files through to completion
• Client research, providing a range of information for the team
• Ensuring the CRM is updated
• Obtaining quotes from providers and other third parties
• Dealing with new and existing clients via phone and email

What you will need to succeed:

• Proven administrative experience gained within financial services is essential
• Excellent communication and customer service skills as you will be dealing with clients at all levels
• Effective time management and able to work in a deadline driven environment
• Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems

What you will receive in return :

• A competitive salary and benefits package
• Full-time Monday to Friday - 100% office based
• The chance to develop your career with a successful and forward-thinking firm
• Full training and professional study support

What you need to do next:

If this position sounds of interest and you would like to be considered, please contact Sarah Collins : #removed# co.uk

Thrive Group are acting as an employment agency in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO