Administrator Graduate

Financial Services Administrator Graduate:

• Assist the Administration team and Financial Advisors
• Answering the telephones
• Scanning, filing and distributing post
• Arranging Advisor appointments
• Data entry and quality management on the CRM system
• Obtaining valuations and file preparation for client meetings, including collation of fund information, obtaining illustrations, and updating client data
• Updating CRM system following client meetings
• Checking paperwork and processing new business applications
• Liaising with Advisors, product providers, clients and professional connections, electronically, verbally and in written form
• Building and maintaining a detailed knowledge and understanding of the internal systems and processes