Data administrator Work, Jobs in Easton Grey, Wil (with Salaries)

Client Services Administrator
Cactus Financial Planning —Cheltenham
- £13 - £15 an hour
- Part-time
- Salesforce
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Flexitime
Quick apply
3d
Administrator/Receptionist
Change Grow Live —Swindon
- £26,296.03 a year
- Microsoft Word
- Microsoft Excel
- Word processing
- Annual leave
- Employee discount
4d
Administrator
Reeds Construction and Engineering Ltd —Devizes
- From £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
3d
HR Administrator
HR Star —Gloucester
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
Quick apply
4d
Supply Chain & Procurement Administrator FTC
Dutypoint —Gloucester
- Full-time
- Microsoft Excel
- ERP systems
- Data entry
Quick apply
Speciality Secretary Admin & Clerical Band 3 - Clinical Biochemistry
Gloucestershire Hospitals NHS Foundation Trust —Gloucester
- £25,760 - £27,476 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
- Annual leave
- Employee discount
13d
Senior Patient Administrator – Theatres
Circle Health Group —Bath
- Up to £29,000 a year
- Part-time
- Microsoft Office
- Organisational skills
- Communication skills
- Employee discount
- Life insurance
Testia Ltd - Procurement & Operations Administrator
Testia Limited —Bristol
- Full-time
- ERP systems
- English
- Microsoft Office
- Flexible schedule
10d
Receptionist/ Administrator
Bath and North East Somerset Council —Bath
- £13.69 - £14.35 an hour
- Call to connect
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Accounts Administrator
Awdry Law —Devizes
- Full-time
- QuickBooks
- IT
- Typing
Quick apply
2d
Asbestos and CCTV Drainage Administrator
Smiths Gloucester Limited —Gloucester
- Monday to Friday
- Free parking
- Employee discount
Quick apply
Receptionist/Administrator - Afternoons only
Pearce Brothers Mobility —Bristol
- Up to £26,000 a year
- Part-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
4d
Pensions Administration - Senior Business Improvement Analyst
Gallagher Benefit Services —Bristol
- Remote
- Customer service
- Microsoft Office
- Analysis skills
- Employee stock purchase plan
- Life insurance
Store HR Administrator - UNIQLO Cabot Circus
UNIQLO —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Ward Administrator - St Martins Hospital
HCRG Care Group —Bath
- £25,500 - £27,098 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Quick apply
4d
Admin Assistant
Total Asia Food Bristol Ltd —Bristol
- £12.60 - £14.00 an hour
- Full-time
- Administrative experience
- Organisational skills
- Typing
- Employee discount
Quick apply
10d

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Administrator/Receptionist
Change Grow Live —Swindon
Ensure that telephone calls and visits from service users, outside agencies and CGL staff are dealt with promptly and courteously, transferring calls to…
£26,296.03 a year
4d
Receptionist/Administrator
Cathedral Dental Clinic —Cardiff
Previous reception or administration experience is essential. Previous dental reception experience would be an advantage but is *not essential*, as full…
From £25,800 a year
Quick apply
5d

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Client Services Administrator

Cactus Financial Planning
Cheltenham

Quick apply

Job details

Permanent | Part-time | Full-time
£13 - £15 an hour
3 days ago

Benefits

Health & wellbeing programme
Flexitime
Company pension
Life insurance

Qualifications

Salesforce
Analysis skills
Organisational skills
Customer support
Financial services
Communication skills

Full job description

Overview
We are seeking a dedicated and proactive financial administrator to join our expanding client servicing team. You will be addressing all aspects of client administration ensuring portfolios are maintained on various investment platforms, updating client records and producing client facing documentation. Your ability to communicate effectively and analyse client requirements will be crucial in fostering strong relationships and driving client satisfaction across our client bank.

Duties

Serve as the main liaison between clients and financial advisers, addressing enquiries and resolving issues promptly.
Using Intelligent Office (Intelliflo) to manage client and case information.
Liaising with product providers to obtain client information and policy illustrations.
Chasing outstanding documentation and monitoring case progress.
Preparation of client reports and valuations.
Processing investments, fund switches and sales documentation and new business.
Conduct regular follow-ups with clients to ensure their satisfaction and gather feedback on services provided.
Assist in the onboarding process for new clients, ensuring they are informed about our services and processes.
Preparing documentation for client appointments and meetings.
Collating and sending investment information and reports to clients.
Ensuring all data entry is completed accurately and within specified timelines.
Understanding and implementing compliance and regulatory requiements.

Experience

Previous experience in a client services or customer support role within the financial services industry.
Being able to work independently and as part of a team.
Strong communication skills, both verbal and written, with an ability to engage effectively with clients at all levels.
A proactive approach to problem-solving with keen attention to detail.
Excellent organisational skills.

If you are passionate about delivering outstanding client service, we encourage you to apply for this exciting opportunity!

We are not looking to engage with any Recruitment Consultancies.

Pay: £13.00-£15.00 per hour

Benefits:

Company pension
Flexitime
Health & wellbeing programme
Life insurance

Experience:

financial administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

data administrator jobs in easton grey, wil

Client Services Administrator

Administrator/Receptionist

Administrator

HR Administrator

Supply Chain & Procurement Administrator FTC

Speciality Secretary Admin & Clerical Band 3 - Clinical Biochemistry

Senior Patient Administrator – Theatres

Testia Ltd - Procurement & Operations Administrator

Receptionist/ Administrator

Accounts Administrator

Asbestos and CCTV Drainage Administrator

Receptionist/Administrator - Afternoons only

Pensions Administration - Senior Business Improvement Analyst

Store HR Administrator - UNIQLO Cabot Circus

Ward Administrator - St Martins Hospital

Admin Assistant

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