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Financial Services
London
04/01/2023
Type of Position: Business Processing Administrator - London
Pay: up to £27k
Our client is looking for a Business Processing Administrator to join their team based in London. You will have the responsibility for providing comprehensive, confidential, and professional support to the Business Processing Manager and the wider teams. Supporting the Business Processing Team with day to day administrative duties; you will ensure that all client related tasks and activity is completed to the highest standard and in line with business SLAs.
Some of your responsibilities will include:
Letter of Authority processing
Calling 3rd party providers
Dealing with general client queries
Dealing with incoming post
New business processing
Data entry on spreadsheets
Case pipeline tracking – liaising with Advisers to identify any issues
Submit and manage outsourced paraplanning cases on Tracker
Requirements
Have a minimum of 1 year experience working in a Financial Advice firm, ideally within the St James' Place network
Proven work experience as an administrator or within an office support role
Excellent written communication skills
Excellent Customer service skills
Attention to detail
Ability to build rapport and manage client relationships; both over the phone and in person
Manage time effectively with the ability to multi-task
Always demonstrate a can-do attitude and take ownership
A great team player
Benefits
Starting on 22 days holiday plus bank holidays, accruing 1 day per year up to 25 days
Birthday paid day off
Company pension scheme
Quarterly company socials
Hybrid working
A supportive working environment
The opportunity to grow your skills and experience in line with a growing business
If this sounds like the position for you, then please forward your CV to josie@artemisrecruitent.co.uk