Financial Services Administrator

Cornmarket Group Financial Services Ltd.; Glasgow; On-site; GBP 25,000 - 32,000; Full time

Job summary

A financial services organization based in Glasgow is seeking a Financial Services Administrator to support a growing team. Responsibilities include managing administrative tasks, handling client inquiries, maintaining client information, and providing excellent customer service. The ideal candidate will have CRM management experience and strong communication skills. This role is maternity cover for 12 months.

Qualifications

• Experience in providing administrative support to teams.
• Ability to manage CRM systems effectively.
• Strong communication skills, both verbal and written.

Responsibilities

• Manage the incoming post for the Glasgow office.
• Respond to or assign queries from the website or email.
• Provide excellent customer service over the phone.

Skills

Excellent customer service

CRM management

Administrative support

Communication skills

Tools

Intelligent Office

Xero

Job description

EIS Financial Services

The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families’ access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher’s Pension Advice.

Purpose Of The Role

The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will have responsibility for managing the day to day administrative requirements of the Glasgow office.

Location

This position is to provide maternity cover for a 12 month period and will be based in the EIS Financial Services offices in Glasgow.

What This Job Is Expected To Do (Accountabilities)

• Manage the incoming post on a daily basis
• Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner
• Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner
• Maintain client information in our CRM System
• Provide excellent customer service over the phone to both existing and prospective clients
• Act as the face of the company for customers who may visit the office
• Liaise with and follow up with third party providers, partners or other financial institutions as required
• Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients etc.)
• Prepare and issue client documentation as required
• Prepare invoices for payment using our Finance System (Xero)
• Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report
• Update the CRM system to reflect incoming payments and allocate to the relevant accounts
• Deliver post to the local post office as required
• Ad-hoc office duties as required