Account administrator Work, Jobs in Kingstanding, Wmd (with Salaries)

Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Admin Officer - Income and Billing
Solihull Metropolitan Borough Council —Solihull
- £24,796 - £29,540 a year
- Call to connect
- English
- Analysis skills
- Communication skills
- Employee discount
3d
Sales Administrator
Flecto Engineering Ltd —Aldridge
- £26,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
Quick apply
Finance Assistant
Dignus Group —Walsall
- Up to £27,500 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
14d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
3d
Sales and Customer Service Administrator (Part Time)
Pugh & Sanders —Burton-On-Trent
- £16,900 - £17,400 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
2h
Administrator
CareTech Group —Birmingham
- Up to £27,600 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Accounting
- Annual leave
- Referral programme
8d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Accounts Assistant
NERO —Oldbury
- £25,500 - £28,000 a year
- Full-time
- In-person
- Free parking
Quick apply
2d
Bookkeeper Administrator
N H GLOBAL (UK) LIMITED —Birmingham
- £16 - £20 an hour
- Part-time
- QuickBooks
- In-person
Quick apply
6d
Business Support and Accounts Assistant
Holovis International —Hinckley
- £28,000 - £38,000 a year
- Full-time
- Accounting
- Front desk
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
Invoicing Administrator
Halfords —Stafford
- Overtime
- Hybrid work
- Microsoft Word
- Communication skills
- Work from home
- Employee discount
Account, Purchase & Commerce Administrator | Experienced Bookkeeper With Payroll
Isaac H Grainger —Cradley Heath
- £14 - £15 an hour
- Part-time
- CRM software
- English
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
1d
Customer Account Administrator
Rhenus SE & Co. KG —Nuneaton
- Full-time
- Writing skills
- English
- Mentoring
3d
Finance Administrator
The Wolverhampton Grand Theatre (1982) Ltd —Wolverhampton
- £14,031 a year
- Part-time
- Microsoft Excel
- Sales
- Microsoft Office
- Employee discount
Quick apply
CONSTRUCTION PROJECT COORDINATOR / FINANCE ADMINISTRATOR
MCLD CONSTRUCTION LTD —Warwick
- £28,000 - £32,000 a year
- Overtime
- Hybrid work
- Travel
- Construction experience
- Budgeting
- Annual leave
Quick apply
3d
Admin Assistant with Sage Knowledge
A S J Facilitie Building Management Ltd —Smethwick
- £12.71 - £13.00 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
Administrator
bk plus —Birmingham
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
7d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Business Administrator
Consilium —Birmingham
- Microsoft Office
- Administrative experience
- Business development
- Employee assistance programme
Quick apply
2d

I want to receive the latest job alerts for account administrator in kingstanding, wmd

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

account administrator jobs near kingstanding, wmd

Senior Administrator

Temple Row Wealth Management
Sutton Coldfield

Quick apply

Job details

Permanent | Full-time
£27,000 - £29,000 a year

Benefits

Free parking
Additional leave
Flexitime
Company pension

Qualifications

Investment
Financial planning
Pension
Report writing
Client engagement
Customer service
English
Analysis skills
Organisational skills
Relationship management
Financial services
Customer interaction
Account management

Full job description

At Temple Row Wealth Management, we believe financial advice is about much more than investments. It's about helping people build the future they want with confidence.

We're looking for an organised, proactive and client-focused Client Account Executive to become the trusted first point of contact for our clients.

This is not a traditional administration role. You'll take ownership of client accounts, coordinate investment and pension transactions, liaise with providers, solve problems and ensure every client receives the exceptional service we're known for.

If you enjoy thinking ahead, building relationships and taking responsibility, we'd love to hear from you.

What you'll be doing

Managing client investments, including contributions, withdrawals, transfers and other account transactions.
Building trusted relationships with clients through exceptional communication.
Liaising with pension providers and investment platforms.
Preparing documentation for client review meetings.
Coordinating new business applications and client onboarding.
Tracking outstanding actions and ensuring nothing falls through the cracks.
Managing letters of authority and provider correspondence.
Supporting advisers with the smooth running of client portfolios.
Helping deliver the Temple Row Client Experience from first enquiry through to ongoing reviews.

We're looking for someone who:

Loves delivering outstanding customer service.
Has exceptional attention to detail.
Is highly organised and enjoys managing multiple priorities.
Can communicate professionally with clients and providers.
Thinks proactively and enjoys solving problems.
Is confident using technology and learning new systems.
Ideally has experience within financial services, although we'll provide training for the right person.

Why join Temple Row?

We're a friendly, professional and growing wealth management practice where relationships matter.

You'll become part of a close-knit team that genuinely cares about its clients and one another, with the opportunity to build a long-term career in financial services while making a real difference to people's lives every day.

A few specifics about working with Temple Row Wealth Management:

Our home office is in Sutton Coldfield, and we are an office-based team, very minimal remote working
We work Monday – Thursday, 8am to 4pm (read about our 4-day Work Week)
We get 23 days of holiday each year, which includes the Bank Holidays
Everyone gets their Anniversary day off work, paid
There is a company pension scheme

Pay: £27,000.00-£29,000.00 per year

Benefits:

Additional leave
Company pension
Flexitime
Free parking

Ability to commute/relocate:

Sutton Coldfield B72 1SY: reliably commute or plan to relocate before starting work (required)

Experience:

client-facing customer service: 3 years (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Location:

Sutton Coldfield B72 1SY (preferred)

Work Location: In person

Quick apply

Refine Your Search

account administrator jobs in kingstanding, wmd

Senior Administrator

Admin Officer - Income and Billing

Sales Administrator

Finance Assistant

Private Wealth Administrator

Sales and Customer Service Administrator (Part Time)

Administrator

Administrator

Accounts Assistant

Bookkeeper Administrator

Business Support and Accounts Assistant

Invoicing Administrator

Account, Purchase & Commerce Administrator | Experienced Bookkeeper With Payroll

Customer Account Administrator

Finance Administrator

CONSTRUCTION PROJECT COORDINATOR / FINANCE ADMINISTRATOR

Admin Assistant with Sage Knowledge

Administrator

Wealth Management Administrator

Business Administrator

I want to receive the latest job alerts for account administrator in kingstanding, wmd

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected