Solihull
Admin, Secretarial, PA
Permanent | Full Time
ASAP
30/04/2024
28/05/2024
Job Title: Trainee Financial Services Administrator
Job Type: Permanent, Full Time
Salary: £20-25,000
Location: Solihull (must drive due to location)
Job Description for Trainee Financial Services Administrator:
Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation. The successful individual will not need to posses knowledge of financial services or have a background within this; the key skills and attributes will be a strong attention to detail, the ability to understand technical and detailed cases with training and have strong verbal and written communication skills. The organization can provide growth and development opportunities.
Key Duties and Responsibilities for Trainee Financial Services Administrator:
- Complete administrative tasks in an efficient and accurate manner.
- Ensure clients files have the relevant documentation attached to their record.
- Collate information required for correspondence.
- Liaise internally as required to ensure correct processes are being followed on a case by case basis.
- Support financial advisers with communication and administration duties relating to clients.
- Provide an excellent customer service to clients to ensure satisfaction and build relationships with clients.
- Ensure workflow is completed with SLA.
- Work towards business goals and act as a key team player at all time.
- Deal with post to ensure any actions required from this are done in a timely manner.
Key Skills and Attributes required for Trainee Financial Services Administrator:
- Have excellent communication skills both written and verbal.
- Graduate desirable for this role and to have a degree which is business related.
- Excellent attention to detail – accuracy is key within this position.
- Very organized with the initiative to prioritise tasks.
- Strong IT skills.
This position is full time 9am-5pm Monday-Friday, 23 days holiday plus bank holidays.
