Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator.
What you will be doing:
Supporting the team, you will be tasked with a range of administrative duties to include;
- Opening and preparing client files through to completion
- Client research, providing a range of information for the team
- Ensuring the CRM is updated
- Obtaining quotes from providers and other third parties
- Dealing with new and existing clients via phone and email
What you will need to succeed:
- Proven administrative experience gained within financial services is essential
- Excellent communication and customer service skills as you will be dealing with clients at all levels
- Effective time management and able to work in a deadline driven environment
- Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems
What you will receive in return :
- A competitive salary and benefits package
- Full-time Monday to Friday - 100% office based
- The chance to develop your career with a successful and forward-thinking firm
- Full training and professional study support
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Administrator (Financial Services) in Trowbridge employer: The Thrive Group
Thrive Trowbridge is an exceptional employer, offering a supportive work environment where collaboration and professional growth are at the forefront. With competitive benefits including a quarterly bonus and health cover, employees are encouraged to develop their skills within the financial services sector while enjoying a fulfilling work-life balance in a vibrant community.
