This established, wealth management firm based in Guildford are seeking an Graduate Financial Services Administrator to join their team. You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is seeking to start their career within Financial Services and also progress long term.
Graduate Financial Services Administrator– Benefits
- 25 days holiday plus bank holidays
- 35 hour working week
- Car parking onsite
- Pension scheme
Graduate Financial Services Administrator– About The Role
In this role you will be required to communicate at all levels and will be working with several partners. Your key responsibilities will be:
- Greeting visitors, answering the telephone, taking messages, and arranging client appointments
- Opening, scanning, and processing incoming post and overseeing outgoing correspondence
- Maintaining accurate filing systems and carrying out shredding in line with procedures
- Inputting new client details accurately into internal systems
- Liaising with insurance companies and external providers
- Assisting the team with report processing and documentation
- Supporting advisers with case administration and client correspondence
- Undertaking general office administration duties as required
The successful Graduate Financial Services Administrator will have:
- A strong desire to work within financial services
- Ability to communicate at all levels
- Strong IT skills