We are looking for a Financial Services Assistant for an IFA based in Belfast.
Support the team in client portfolio management and processing on our investment platforms.
Manage client databases on our back office system Intelligent Office.
Undertake office admin to support team including excel analysis, database updating and file scanning.
Printing and saving of quotes, brochures and application forms
Assisting with contacting the Provider agency departments and the recording of fees on our back office system
Contacting companies to obtain or check information for existing policies
Dealing with clients & solicitors to process Death Claims
Assist with the paperwork for Encashment/Surrender of investments and policies
Administration and updates for group schemes
Have previous experience working in a supportive administrative role in Financial Services and/ or Mortgage Services.