Finance Admin Specialist — Training & Career Growth

The Thrive Group; Trowbridge; Presencial; GBP 20 000 - 26 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Office-based role

Career development

Training and study support

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Administrative experience

Communication skills

Time management

Ferramentas

CRM systems

MS Office

Descrição da oferta de emprego

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.