Financial Administrator - Wakefield
We are looking for an administrator to support our client's busy Financial Planning team in Wakefield.
You will be responsible for processing new business, withdrawals, letters of authority, processing of applications, preparing review packs, meeting arrangements with clients, dealing with client queries, business administration, keeping database up to date, working on financial software and making sure process runs smoothly.
In order to fulfil this role you must have excellent communication skills, both written and verbal, have an excellent telephone manner, be organized and efficient, deadline driven, have strong attention to detail and be team player. You will need to have 3 years' industry experience.
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