Financial Services Administrator

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

EIS Financial Services

The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families’ access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher’s Pension Advice.

Purpose of the Role

The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will have responsibility for managing the day to day administrative requirements of the Glasgow office.

Location

This position is to provide maternity cover for a 12 month period and will be based in the EIS Financial Services offices in Glasgow. This will be a Part time position.

What this Job is expected to Do (Accountabilities)

• Manage the incoming post on a daily basis
• Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner
• Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner
• Maintain client information in our CRM System
• Provide excellent customer service over the phone to both existing and prospective clients
• Act as the face of the company for customers who may visit the office
• Liaise with and follow up with third party providers, partners or other financial institutions as required
• Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clientsetc.)
• Prepare and issue client documentation as required
• Prepare invoices for payment using our Finance System (Xero)
• Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report
• Update the CRM system to reflect incoming payments and allocate to the relevant accounts
• Deliver post to the local post office as required
• Ad-hoc office duties as required
• Comply with the risk control and regulatory requirements that are relevant to this role
• Maintain commercial awareness relevant to this role

The level of Knowledge / Skills / Experience (Technical Competency) required for the role

• Experience using “Intelligent Office” the financial services CRM system will be an advantage
• Experience in general office administration is essential
• Experience providing excellent customer service over the phone is essential
• Experience in Life Policy administration is preferable
• Experience in Financial Services is desirable
• Experience using a CRM system is desirable
• Proficient in the use of Microsoft Packages (Word, Excel, Outlook)
• Excellent attention to detail
• Strong organisation skills
• Experience working collaboratively as part of a team

The behavioural competencies that are essential for the job

• Approachable and a can-do attitude
• Quality-focused with a Customer First approach
• Excellent attention to detail
• Excellent communication skills
• Ability to learn and carry out tasks in line with procedure
• Works well within a team – shares info, collaborates with, supports other team members