Financial Services Administrator – Stratford-upon-Avon (ID:2143)
An extremely
reputable professional services organisation based in Stratford-upon-Avon is
currently looking for a driven, dynamic individual with previous administration
experience to join them as an administrator! This is an incredible opportunity
for the successful candidate to get their foot in the door to an amazing
financial services organisation, providing general administrative support to
the team, developing your existing skill set and experience!
Your
daily responsibilities will include, but are not limited to:
·
Allocating and processing data subjects access
requests in a timely manner
·
Liaising with internal departments to obtain relevant
audio/visual files and documents
·
Formatting and editing documents, redacting information,
and combining PDFs
·
Updating CRM databases and systems with changes
to client information
·
Tracking team actions and producing reports on
internal databases and Excel
·
Undertaking any additional administration
responsibilities to support the wider team
The ideal candidate will be extremely organised and pay strong
attention to detail, with a positive attitude and willingness to learn in a
professional services environment. You must have excellent communication skills
and be able to use your initiative to prioritise your workload in a busy,
fast-paced team! Previous experience in an administrative role and proficiency in MS
Office is essential.
This is a temporary position requiring an immediate start,
which will run provisionally till the end of the calendar year. This role will
be based working from home, and all onboarding and training will be conducted
remotely by the team.
If you
believe your skill set and experience suit this role, please apply online!
You can also call Sharan on 0121_633_4443 to find out more about our registration
process!
Please
refer to our privacy notice which will explain how we as an organisation will
manage your data on our website. If your application is successful, we will
contact you and manage your personal data in accordance with the guidelines of
GDPR. If your application has been unsuccessful, we will delete your
application within 6 weeks and all record of your data.
For further information how Katie Bard acts as an employment agency or as an employment business see our legal information.