Administrator (Financial Services)

The Thrive Group; Trowbridge; On-site; GBP 20,000 - 26,000; Full time

Benefits offered by this job

Competitive salary

Office-based role

Career development

Training and study support

Job summary

The Thrive Group, Wiltshire-based financial services client, is seeking an Administrator to join its team. You will handle a range of administrative duties, from opening client files to researching client information and maintaining CRM accuracy.

You will work Monday to Friday in the office, dealing with clients by phone and email while delivering reliable support and ensuring timely, thorough service. Training and development are provided.

Qualifications

• Proven administrative experience in financial services is essential.
• Excellent communication and customer service skills required.
• Able to manage time effectively and meet deadlines.
• Strong IT skills including MS Office and CRM systems.

Responsibilities

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

Skills

Administrative experience

Communication skills

Time management

Tools

CRM systems

MS Office

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