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We're Hiring: Join Our Team as a Private Client Administrator

Are you an administrator within a financial services company looking for a new challenge? Do you want to be part of a small team where you will be valued? Are you looking to continue developing professionally and would like support through this?

Job Title – Private Client Administrator

LocationOxted, right opposite the train station

Permanent / Full Time

We build long term relationships with our clients, providing them with the best personalised advice on all their financial issues. As a Private Client Administrator some of your key responsibilities will include:

- Meeting preparation and follow-up

- Liaising with providers

- New business processing

- Maintaining and updating client records and creating new client records

- General office duties

- Meeting and greeting clients that come to the office

Skills and experience:

- Current office administration experience preferably within a financial services environment.

- Experience of the Intelligent Office software system is essential along with a with a good knowledge of Microsoft Office.

- Strong attention to detail with the ability to multi-task.

- Ability to work without supervision with the ability to plan and prioritise your own work

- Exceptional communication and customer service skills


Contact us to apply. 

Closing date for applications is 28th February 2020.

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