Administrative Assistant - Financial Services

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Administrative Assistant - Financial Services

Posted 7 March 2023


West Cornwall TR1


Professional, Support

This is a great route in,  for someone looking  to start a career in  financial services.

As the first point of contact, you will provide administrative support to an expanding financial service practice which will include, Partner, Advisor and Paraplanners,

Key duties include

Answering all incoming calls maintaining good working relationships with colleagues, clients and third parties – provide administrative support to the Practice Manager; stationary ordering, marketing, correspondence etc, – support the day-to-day operations of the Practice.

Skills required

Excellent Face to Face and telephony skills and the ability to build rapport – Broad experience of Microsoft Office (Work, Excel, PowerPoint, Outlook) – good organisational skills and attention to detail.

Qualifications required

Maths and English GCSE at Grade 5 or above – regulation and legislation

Experience of Client Relationships Management Systems (desirable but not essential)

Personal Qualities – demonstrates a positive attitude – a good team working ethos – promotes a smart, professional appearance – demonstrates discretion and maintains confidentiality at all times.

Full training provided and opportunities for career advancement

Contact Sally for more information

Salary: £20,311.00-£20,804.00 per year