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Financial Services Administrator

£27,000 - £30,000

Are you looking to join a long standing company, where you role is pivotal to the running of the administration of their service. We are recruiting for a small, busy company, who are keen to find an experienced financial services professional to support with a variety of administrative tasks, including reporting using Excel, banking and compliance administration. The role is varied and diverse, from amending contracts and Excel spreadsheets to filing and answering the telephones. Duties include:

  • Drafting and amending contracts
  • Managing repayment schedules using Excel and liaising internally to ensure payment dates are correct
  • Liaising with clients to ensure document is completed correctly
  • Updating client's financial accounts using accounting software (training given)
  • Creating reports using database and Excel
  • Calculating interest payments, checking records using Excel
  • Managing payments, including daily banking and cheques
  • Compliance work, improving and implementing processes
  • Filing
  • Answering telephone calls, handling enquiries and passing calls to the relevant person

Skills required:

  • Excellent knowledge of Word and Excel (formulae)
  • Strong mathematical ability and an analytical mind
  • Hands on approach
  • Trustworthy
  • Excellent attention to detail
  • Strong working knowledge of the financial services industry

If you have finance administration experience and are keen to share your knowledge in order to improve procedures for further growth, call us or apply today! Some bookkeeping or accounts administration experience would be beneficial but not essential.

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