01162822177 enquiries@rowleyturton.com

Join Us - Client Service Administrator required

Vacancy, Job,

Client Service Administrator.

We're currently looking for a Client Service Administrator to join our award-winning team.

Accountabilities:

  • Update fund holdings and unit prices on the IRESS Adviser Office Back Office System & external website.
  • Scan and diary entry post onto Adviser Office Back Office System.
  • Maintain up to date client files and data.
  • Prepare standard letters for clients and providers.
  • Manage the administration workflow.
  • Receive and implement requests from directors and paraplanners.
  • Register and utilise appropriate extranets/websites and other forms of e-business.
  • Obtain illustrations, valuations and other information, etc.
  • Process and track applications.
  • Diary management – for client reviews and director meetings.
  • Update and prepare client files for annual reviews, etc.
  • Liaise with clients and providers via telephone, post and e-mail.
  • Operate within the compliance and corporate standards of the business.
  • Undertake appropriate professional development and training.
  • Report on key measures on a regular basis.
  • Making tea and coffee, etc. as part of the team and for clients as necessary.          

Skills, knowledge, and experience:

  • Minimum grade C GCSE Maths and minimum grade C GCSE English Language or equivalent
  • Interpersonal – team working and communicating with clients remotely.
  • Experience of IRESS Adviser Office desirable.
  • Proactive, willing to continue to develop, enthusiastic.
  • Highly organised, methodical, disciplined, meticulous.
  • Able to prioritise.
  • Computer literate (Word, Excel, back office).
  • Excellent keyboard skills.
  • Excellent telephone manner.

 

Terms

Position: Permanent, Full Time.

Salary: Competitive

Death in Service scheme: 2 x salary.

Generous Pension Scheme: 7% employer contribution based on basic salary.

Career development encouraged: PFS membership, and appropriate CII exams and study material, provided.

Location: Leicester.

To submit your CV for our consideration please e-mail scott@rowleyturton.com

 

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