Senior Administrative Assistant

One of Quilter's partner firms are looking for an experienced financial services admin assistant on a full-time, employed basis to work from either their Cornwall office or on a remote basis.

Role Specification

• Financial Services administration.
• Supporting Advisers and the Administration team.
• Processing of new business applications.
• Monitor Protection cases.
• Liaise with clients over the phone with regard to competion of medical questionnaires for Protection cases
• Chasing providers.
• Updating clients.
• Maintaining records.
• General administrative duties when required.

Candidate

• Previous Financial Services experience essential (ideally minimum 3 years).
• Ideally a knowledge of Intelligent Office
• Excellent communication skills.
• Excellent telephone manner.
• Professional.
• Confident.
• Excellent attention to detail.
• No professional qualifications required however, any Financial Services recognised qualification are an advantage.