Gleeson Recruitment Group are working with an innovative and forward thinking financial organisation based in Lichfield with their need to recruit a Financial Administrator on a permanent basis.
This position will offer, variety and development in a fun and relaxed setting.
- Providing support to Investment Managers and their staff in order to develop their understanding of the business proposition
- Developing and managing relationships with financial advisers and platform administrators through understanding their requirements and being an expert in the technology
- Managing all queries received either by phone, email or letter
- Processing requests to agreed service levels
- Supporting the on boarding and set up of the business platform for new customers - this will include the training of the new customers and on site visits
- Communications to our customers
- Implementation of new procedures
- Production of service and user guides
Previous experience working within a financial setting is essential.