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Financial Services Administrator

Location: EXETER, DEVON Salary: 18000 - 19000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 2
Posted: 15 days ago Reference: 3083421
An opportunity has arisen for a Financial Services administrator to join one of the largest Investment management and financial planning firms to be based in their Exeter office.

Do you hold Financial Services experience in an administration or support role? If so, we want to hear from you today!

Job Summary:

• Provision of full secretarial support to an Investment Management Team.
Principal Activities/Responsibilities:
• Standard secretarial duties such as Audio and Copy typing for the team
• Carrying out mail merges and general office correspondence
• Orderly maintenance of incoming and outgoing correspondence and records, scanning documents onto the filing system (DMS) and filing documents away
• Answering the telephone enquiries, taking messages and ensuring they are dealt with effectively
• Arrange for BACS payments, send out valuations or statements as requested (or pass to the relevant Investment Manager)
• Help in preparation of presentations and pitch documents using Powerpoint
• Print statements, valuations using Eximius. Also provide clients with details of their account details, balance, income etc.
• Arrange lunches, in-house and externally
• Help with team events
• Prepare expenses for Team members
• May be required to perform some private work occasionally and any other appropriate duties that may be required

This list is not exclusive and you may be requested to carry out additional duties to those above. This role can be very busy with high volumes of audio typing, but there are also periods when it can be quiet.



This role would suit an individual who is a confident communicator both verbally and written, holds strong attention to detail and able to work under pressure and to tight deadlines.

For further information on this role, please contact me today on 0117 930 4820 or email an up to date version CV to beth.green@reedglobal.com


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