Junior Finance Administrator

Type: Trainee
Region: London

Job Description

An exciting opportunity for a candidate to provide financial services administrative support for the day to day running of Pension Schemes.

Required skills and experience

  • Essential organisation and time management skills
  • Ability to work under pressure to strict deadlines
  • Excellent communication and interpersonal skills
  • Proficient in use of Microsoft Office

Role

  • Answering enquiries by telephone, post or email.
  • Processing payments accurately and efficiently
  • Support and assistance for consultants
  • Updating records in a timely and accurate manner and ensure back-office systems are kept up-to-date
  • Obtaining valuations and preparing new business reports
  • Processing new business and producing client packs
  • Carry out trade instructions
  • Developing technical knowledge on pensions and investments and keeping up to date with changes
  • General correspondence and administration
  • Open, scan, log and allocate incoming post (when needed)
  • Other duties as directed by management
Job Overview
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