Overview

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

Duties

  • 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

Requirements

  • 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.

APPLY

Fields marked with an * are required

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.