Experienced operations administrator financial services Work, Jobs in Catcliffe, Syk (with Salaries)

Experienced Operations Administrator Financial Services
Hampshire Hill Group Ltd —Sutton-In-Ashfield
- £25,500 - £29,000 a year
- Part-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
Quick apply
15h
Business Support Administrator
Exemplar Health Care Services Limited —Sheffield
- £26,436.80 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Free parking
- Annual leave
5d
People & Culture Administrator
Sheffield Forgemasters Engineering Ltd —Sheffield
- Full-time
- Microsoft Office
- Human resources
- Employee assistance programme

More jobs to discover

Find similar jobs that you might be interested in.

Business Support Administrator
Exemplar Health Care Services Limited —Sheffield
Full valid driving licence and access to your own car. A Full driving licence and access to your own car is essential for this role. We'd love to hear from you.
£26,436.80 a year
5d
HR Business Partner
Big Motoring World —Rotherham
To Provide at least *2 site visits per month* to each responsible site in order to support Managers and Colleagues. 32 days annual leave pro rata in hours.
£45,000 - £55,000 a year
Quick apply
11d

I want to receive the latest job alerts for experienced operations administrator financial services in catcliffe, syk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

experienced operations administrator financial services jobs near catcliffe, syk

Experienced Operations Administrator Financial Services

Hampshire Hill Group Ltd
Sutton-In-Ashfield

Quick apply

Job details

Part-time | Full-time
£25,500 - £29,000 a year
15 hours ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Excel
Microsoft Access
Microsoft Outlook
Customer service
GCSE
Filing
English
Microsoft Office
Administrative experience
Financial services
Communication skills

Full job description

The Hampshire Hill team and are looking for an office based Experienced Operations Assistant to join us, on a full time or job share basis (Monday to Wednesday for a job share) also cover illness and holidays etc. We're a small but well functioning team and pride ourselves on offering a high standard of service with regards to independent financial and mortgage advice. We have the structure in place to provide excellent administration support to enable our advisers to focus on their areas of expertise. Our way of working is different from many firms of financial advisers and one we know our clients really appreciate. Our Company has British Standard 8577 and ISO 22222 for Investment Advice

The successful candidate will have:

GCSE or equivalent level of education, including English and Maths
Proven administration experience maintaining office systems including, electronic filing/record keeping in financial services
Use of variety of software packages, including, Intelligent Office, Dynamic Planner word processing, spreadsheets, email and other Back Office Systems including Quilter Platform, Royal London, Fidelity etc.
Internal/external customer contact by phone and face to face
Knowledge of financial services including insurance and investment products or handling other confidential records is essential

Role Responsibilities

To maintain comprehensive, accurate and up to date client records using the Company’s computerised and manual record keeping system.
To gather and check information in order to process new business applications, enter data onto the back-office system and submit paperwork to the relevant product providers.
To prepare and send out documentation associated with authorities to enquire and following up applications with the external companies in a timely manner.
Preparing and maintaining stock levels of client packs and adviser documentation.
To provide a general administrative support service as required, including but not limited to; screening incoming telephone calls, greeting visitors and arranging refreshments, processing incoming and outgoing post, photocopying and scanning documentation, updating contact lists, creating and modifying various documents using Microsoft Office, organising and scheduling appointments, providing support to Company managed events.
To ensure that all aspects of the role are carried out in accordance with the Company’s aim to provide excellent levels of customer service, both internally and externally to the organisation.
To ensure that the Company’s Equal Opportunities Policy is fully implemented at all times.
To respect confidentiality and ensure that Data Protection requirements are met at all times.

Skills/Abilities

Positive approach to excellent customer service
High level of organisation skills (both self and others)
Well organised in terms of administration, record keeping and general clerical duties
IT literate, including use of Word, Excel, Access, Outlook
Adaptable, flexible team-worker, willing to support colleagues and take on varied tasks
Good communication skills; able to liaise with internal and external contacts
Able to meet deadlines without close supervision, while at the same time recognising when matters need to be referred to senior managers
Able to use own initiative to prioritise workload, forward plan for peaks and troughs in workload and identify improvements in processes and tasks
Personal Qualities
Positive attitude to achieving the highest levels of customer care
Positive attitude to constantly seek ways of improving processes and tasks
Confidence to seek out information from a variety of sources
Commitment to developing own skills and abilities
Maintain confidentiality at all times

Job Types: Full-time, Part-time, Permanent

Pay: £25,500.00-£29,000.00 per year

Benefits:

Company pension

Work Location: In person

Quick apply

Refine Your Search

experienced operations administrator financial services jobs in catcliffe, syk

Experienced Operations Administrator Financial Services

Business Support Administrator

People & Culture Administrator

More jobs to discover

I want to receive the latest job alerts for experienced operations administrator financial services in catcliffe, syk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected