Graduate Administrator - Financial Services

Kinetic Office Recruitment; Ruddington; On-site; GBP 24,000 - 30,000; Full time

Job summary

A financial services company in Ruddington is looking for an Administrator to join their team. The role involves processing mail, managing client interactions, and supporting the Adviser Team. Candidates should have good communication skills and be detail-oriented. This position offers a supportive environment with opportunities for career progression and competitive benefits including a bonus and company pension.

Benefits

25 Days Holiday plus Bank Holidays

Company Pension

Private health scheme after 1 year

Annual bonus based on business targets

Qualifications

• Excellent communication skills for handling client queries.
• Ability to work collaboratively within a team.
• Strong attention to detail for quality checking and processing.

Responsibilities

• Process incoming and outgoing mail efficiently.
• Quality check mail merges and assist with routine client queries.
• Prepare meeting rooms and assist clients during visits.
• Prepare meeting rooms and assist clients during meetings.
• Create and update client records in the CRM system.

Skills

Attention to detail

Organizational skills

Communication skills

Tools

CRM system

Job description

Overview

Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. This is a great opportunity to step onto the professional ladder and start a career in the prestigious Financial Services Industry.

This Administration role will support the Adviser Team ensuring that the service offered is outstanding, as well as assisting the Administrator Team and Management Team as required.

The company strive to offer a collaborative, supportive team where employees are encouraged to progress their skills and opportunities within the organisation, making this a great opportunity for someone keen to enter the Financial Services sector.

Key Duties and Responsibilities

• Processing of incoming and outgoing mail
• Quality checking mail merges
• Answering telephone calls to deal with routine client issues/queries.
• Meet & Greet clients when meetings are held on-site. Preparing meeting rooms, showing clients to the meeting room and assisting with refreshments.
• Creation of new client records on CRM system.
• Updating CRM system.
• Prepare meeting packs for Advisers
• Send off any Letters bought back from client meetings
• Preparation of ad hoc letters as required by the Adviser and Administrator teams.
• Returning of original documentation to clients from the office.
• Monitoring of paperwork within the
• Scanning of historic files and logging on CRM system.
• Maintaining storage cupboard, including putting away deliveries of brochures, paper etc.
• Assisting Management or the Administrator Team with other duties as required.

Other Information

• The hours are Monday - Friday 9am - 5pm - 35 hours a week
• Holidays - 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
• Other benefits include: Company Pension, Private health scheme after 1 year service. Bonus paid annually, subject to the Business target being met