Senior Administrator Bishops Stortford

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Job Description

Senior Administrator Bishops Stortford

Senior Administrator Bishops Stortford

Senior Administrator Bishops Stortford. Our clients are looking for a Technical Senior Administrator to work alongside their highly professional team in Bishops Stortford. The candidate will be responsible for ensuring client’s investment transactions are carried out accurately, assisting with meeting preparation, and providing the advisers with technical information and reports.

The Role – Senior Administrator

You will be a senior point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients.

You will be responsible for business submission using bespoke software. Due to the regulatory environment our clients work within you will need to ensure that new business and tasks are processed in a timely way.

Specific tasks will include:

  • You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings.
  • You will be obtaining and maintaining detailed client information to support the advice team as well as ensuring supporting documentation and back office systems are maintained and all client files remain compliant.
  • You will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.
  • You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
  • Preparing suitability letters and illustrations
  • Managing cases to completion
  • Collating client information
  • Liaising with third parties daily

The Person – Senior Administrator

  • This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
  • You have excellent communication skills and are highly organised.
  • You are self-motivated and able to work with little or no supervision.
  • It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.

Additional attributes include:

  • You understand regulations and products, and their practical application
  • Strong knowledge of Word and other Microsoft office programs would be useful but not essential
  • You have excellent English language and grammar skills and are able to communicate effectively
  • You are highly organised, methodical and disciplined
  • Excellent customer service and the ability to build rapport and manage client relationships
  • Strong attention to detail and be able to problem solve and think on your feet
  • Good time management and planning skills

Salary and Benefits of the Senior Administrator

  • Salary: Highly Competitive
  • Hours: Full time
  • You will be given full on the job training.
  • There will also be the opportunity for professional development and career progression for the right candidate.

Apply today 01279 260096