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Financial Services Administrator

Job LocationSouth Croydon
EducationNot Mentioned
Salary£20,000 - £25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

About KBCIKBCI is a leading specialist consultancy firm focused on

  • Programme Management
  • Digital and Regulatory Change Delivery
  • Operational Design and Implementation
  • Remediation Project Delivery
  • About the roleKBCI is looking for talented administrators to join an innovative and rapidly growing business.This is a great opportunity for someone who wants to work in Management Consultancy within a Project driven environment.What you will do:Working for a number of Project Managers:-
  • You will provide support for Projects, being a point of contact for queries and incoming correspondence, recording and initiating any necessary actions
  • Keeping the data capture up to date and providing information for decisions
  • Working across a range of systems to ensure comprehensive collection of Information and data
  • Assist with internal and external client contact contact both incoming and outgoing and other parties in relation to the Project deliverables
  • Complete the potential steps to remediate data and/or process documentation
  • Data input into multiple CRM systems in line with guidance
  • Providing project support where required including completing work related deliverables
  • Production of management MI and reporting
  • Other associated project administration tasks including copying, document storage and meeting minutes
  • Your skills and experience will include:
  • Ambitious, quick to learn new concepts and systems.
  • Excel
  • Powerpoint - able to present complex data at an appropriate level for Key Stakeholders
  • At least 2 years working in Financial Services in an Administrative role
  • Knowledge of Financial Advice CRM systems (Iress, Intelliflo, True Potential, XPlan, Adviser Office, Focus, Plum, Prestwood, Voyant, Centra, Curo etc)
  • Team Player
  • Interest in Process Improvement
  • Clear, logical and analytical approach to problem solving
  • Required skills
  • Admin
  • Analytical
  • Financial Services
  • Problem Solving
  • Excel
  • Keyskills :
    Analytical Problem Solving

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