Financial Services Admin – Customer-Focused Support (12m)

Cornmarket Group; Glasgow; On-site; GBP 22,000 - 28,000; Full time

Job summary

A financial services organization in Glasgow is seeking a Financial Services Administrator for a maternity cover role. This position involves providing essential administrative support to a team of Financial Advisors, managing office tasks, and ensuring excellent customer service. Candidates should have strong organizational skills, attention to detail, and experience in office administration. Proficiency in Microsoft Office and familiarity with financial service CRM systems like Intelligent Office is advantageous. The role is office-based and offers a collaborative work environment.

Qualifications

• Experience in general office administration is essential.
• Experience providing excellent customer service over the phone is essential.
• Experience using a CRM system is desirable.

Responsibilities

• Manage the incoming post on a daily basis.
• Provide excellent customer service over the phone to both existing and prospective clients.
• Prepare invoices for payment using our Finance System (Xero).
• Maintain client information in our CRM System.

Skills

Customer service

Attention to detail

Organizational skills

Collaboration

Microsoft Office proficiency

Tools

Intelligent Office

Xero

Job description

A financial services organization in Glasgow is seeking a Financial Services Administrator for a maternity cover role. This position involves providing essential administrative support to a team of Financial Advisors, managing office tasks, and ensuring excellent customer service. Candidates should have strong organizational skills, attention to detail, and experience in office administration. Proficiency in Microsoft Office and familiarity with financial service CRM systems like Intelligent Office is advantageous. The role is office-based and offers a collaborative work environment.