Job Description
We have a fantastic opportunity for an Administrator to join a successful and thriving Investment company based in Cheshire on a 12-month FTC. We are seeking a highly organised and proactive Administrator to support our team with day-to-day administrative tasks. The ideal candidate will be conscientious, thorough, have a keen eye for details and capable of managing multiple priorities.
Job Description:
As the Administrator you will provide general administrative and clerical support including mailing, scanning and copying
Maintain electronic and hard copy filing systems
As the Administrator you will prepare documents including correspondence, financial planning reports, memos, and emails
Prepare and issue proposal packs and application forms required to implement financial advice
As the Administrator you will submit new business, ensuring all checks have been completed and all relevant spreadsheets have been updated
Deal with any client queries by w...
Job Description:
As the Administrator you will provide general administrative and clerical support including mailing, scanning and copying
Maintain electronic and hard copy filing systems
As the Administrator you will prepare documents including correspondence, financial planning reports, memos, and emails
Prepare and issue proposal packs and application forms required to implement financial advice
As the Administrator you will submit new business, ensuring all checks have been completed and all relevant spreadsheets have been updated
Deal with any client queries by w...
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