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Client Liaison Administrator

Job LocationAllestree
EducationNot Mentioned
Salary£25,000 - £28,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Client Liaison AdministratorAllestree, Derby (ref AL1214) - office basedSalary c£25,000 - £28,000 dep on exp + benefitsMy client is an award-winning Wealth Management Company and they are now looking for a professionally presented individual with excellent communication and administration skills to join their team. You will ideally be from a financial services or bankingbackground.The Role

  • To provide superb customer service, office and administration support dealing with both internal staff and external clients
  • Effective and efficient diary management
  • Working closely with the Directors to support them on a daily basis
  • Calling clients on behalf of the Directors
  • Producing accurate letters, reports and maintain databases etc, as required
  • Preparing client documentation and administrative forms
  • Record and securely store information relating to confidential matters and enquiries
  • Welcoming clients to the office in a warm and friendly manner
  • To undertake general front of house duties, for example, answering the telephone, taking messages, filing, photocopying, handling incoming and outgoing post, etc
  • A requirement to undertake essential training as and when required
  • Any other duties which may be required from time to time, as discussed and agreed with the Operations Manager and Directors
The ideal candidate will possess the following attributes:
  • Highly organised with an excellent level of attention to detail
  • A polite, warm and friendly manner
  • Efficient and accurate administrative skills
  • IT literate, confident with all Microsoft packages including Excel
  • Work well as part of a team and on their own initiative
  • Have a positive can-do attitude
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, youcan of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Keyskills :
BankingFinancial ServicesAdministration

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