Administrator

Administrator

£25,000 per annum + bonus

Chelmsford, Essex

Monday to Friday, 9am - 5pm

Benefits: Excellent benefits including on-site parking, monthly and quarterly discretionary bonus, annual performance related bonus, paid overtime, social events such as summer BBQ's and Christmas parties, full training provided, study leave and support, pay rises for any financial exams passed, career progression opportunities.

My client, a successful financial consultancy company based in Chelmsford, is seeking a professional and determined Administrator to join their growing team. This is a varied role within the Operations team, full training will be provided along with the opportunity for sponsored relevant exams.

Duties:

• Supporting the Advisers by providing them with up-to-date client information for Annual Reviews.


• Dealing with client transactions.


• Completing Money Laundering checks and producing ML Certificates (MLC).


• Producing Transaction Confirmation letters.


• Dealing with associated client queries.


• Ensuring all data is captured and entered accurately.


• Adding and updating client details/policy information.


• Providing support to clients registering for the Client Portal.


• Providing support to internal staff.


• Producing MI reports.


• Sending annual client letters to update on their Drawdown policy.


• Sending dates to clients/prospects and updating meeting room calendar.


• Providing valuations on request.

Additional ad hoc duties: sending client mailers, marketing projects, advising clients of budget changes, rebalancing, ad hoc checks on investments.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.