Part-Time Financial Services Administrator (12 mo)

Cornmarket Group; Glasgow; On-site; GBP 60,000 - GBP 80,000; Part time

Job summary

A financial services provider in Glasgow is seeking a Financial Services Administrator to provide part-time maternity cover. The role involves managing daily administrative tasks for a small team of Financial Advisors, including updating the CRM system, preparing documentation, and ensuring excellent customer service. Ideal candidates will have experience in office administration and customer service, with proficiency in Intelligent Office and Microsoft Packages. This position offers a supportive team environment focused on quality service.

Qualifications

• Experience in general office administration is essential.
• Experience providing excellent customer service over the phone is essential.
• Experience in financial services is desirable.

Responsibilities

• Manage incoming post on a daily basis.
• Provide excellent customer service over the phone.
• Maintain client information in our CRM System.
• Prepare and issue client documentation as required.

Skills

Attention to detail

Customer service

Organization skills

Team collaboration

Tools

Intelligent Office

Microsoft Word

Microsoft Excel

Microsoft Outlook

Xero

Job description

A financial services provider in Glasgow is seeking a Financial Services Administrator to provide part-time maternity cover. The role involves managing daily administrative tasks for a small team of Financial Advisors, including updating the CRM system, preparing documentation, and ensuring excellent customer service. Ideal candidates will have experience in office administration and customer service, with proficiency in Intelligent Office and Microsoft Packages. This position offers a supportive team environment focused on quality service.