Financial Services Administrator

Financial Services Administrator

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EIS Financial Services

The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990, providing members and families with professional advisers for financial and insurance products such as retirement planning, investment planning, and teachers pension advice.

Purpose of the Role

The Financial Services Administrator will provide administrative support to a small but growing team of Financial Advisors and manage day‑to‑day administrative requirements for the Glasgow office.

Location

Maternity cover for 12 months, based in the EIS Financial Services offices in Glasgow.

Responsibilities

• Manage the incoming post on a daily basis
• Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner
• Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner
• Maintain client information in our CRM System
• Provide excellent customer service over the phone to both existing and prospective clients
• Act as the face of the company for customers who may visit the office
• Liaise with and follow up with third‑party providers, partners or other financial institutions as required
• Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clientsetc.)
• Prepare and issue client documentation as required
• Prepare invoices for payment using our Finance System (Xero)
• Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report
• Update the CRM system to reflect incoming payments and allocate to the relevant accounts
• Deliver post to the local post office as required
• Ad‑hoc office duties as required
• Comply with the risk control and regulatory requirements that are relevant to this role
• Maintain commercial awareness relevant to this role

Knowledge / Skills / Experience

• Experience using Intelligent Office the financial services CRM system will be an advantage
• Experience in general office administration is essential
• Experience providing excellent customer service over the phone is essential
• Experience in Life Policy administration is preferable
• Experience in Financial Services is desirable
• Experience using a CRM system is desirable
• Proficient in the use of Microsoft Packages (Word, Excel, Outlook)
• Excellent attention to detail
• Strong organisation skills
• Experience working collaboratively as part of a team

Behavioural Competencies

• Approachable and a can‑do attitude
• Quality‑focused with a Customer First approach
• Excellent attention to detail
• Excellent communication skills
• Ability to learn and carry out tasks in line with procedure
• Works well within a team shares info, collaborates with, supports other team members

Seniority level

Entry level

Employment type

Contract

Job function

Finance