A successful financial company based in Twickenham are looking for someone with strong organisational skills to join as an Administration Executive.
Salary: £20,000 – £22,000
- Greeting clients both private and business
- Making tea and coffee for clients and IFA’s if required for meetings
- Ensuring the reception area is kept tidy
- Answering, transferring and retrieving calls.
- Taken written messages for the financial advisers
- Ensuring New Leads are given to the appropriate IFA and entered onto the Excel spread sheet
- Checking the system balances
- Chasing missing payments/statements
- Scanning Bank Statements into the appropriate file
- Scanning commission statements into the appropriate file
- Previous experience within an office-based administrative environment is essential
- Excellent organisational skills
- Strong attention to detail
- Previous experience within a financial environment would be a major advantage
- Well-educated with strong written skills and a high level of numeracy
In order to be put forward for this position, you will need to come in and register in our office in Kingston.