Client Services Administrator

Our client is looking for an individual who is looking to start their career in financial services or would like to assist our expanding administration team. The successful candidate will be required to work independently and under their own steam, whilst organising and prioritising their own workload. Full training and ongoing support and a chance to progress your career!

Short Benefits:

• Based in Alton
• Up to £23,000
• Monday – Friday, 9am – 5pm

Job specification:

• Answering phone calls and passing on messages to the Admin and Advisers
• Open and distribute post.
• Booking annual reviews with clients
• Preparing client packs for annual reviews and ad-hoc meetings
• Build relationships with the clients and assist with queries
• Processing and managing letters of authorities and chasing the providers for the information
• Setting up internal meetings when requested by management
• Assist with seminars preparation where required
• Reporting to the Administration Manager

Person specification:

• Experience working in an administrative or team capacity.
• Excellent verbal communication skills – telephone and written word.
• Very good understanding of Word, Excel and Outlook.
• Adaptable to changing procedures.
• Time management.
• Organisation and prioritisation.
• Attention to detail.

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice.

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.