Financial Services Administrator – Stratford-upon-Avon

Posted 6 days 5 hours ago by Confidential

£9 Hourly
Not Specified
Temporary Jobs
Warwickshire, Stratford-upon-avon, United Kingdom, CV370
Job Description
An extremely reputable professional services organisation based in Stratford-upon-Avon is currently looking for a driven, dynamic individual with previous administration experience to join them as an administrator! This is an incredible opportunity for the successful candidate to get their foot in the door to an amazing financial services organisation, providing general administrative support to the team, developing your existing skill set and experience!

Your daily responsibilities will include, but are not limited to:

* Allocating and processing data subjects access requests in a timely manner

* Liaising with internal departments to obtain relevant audio/visual files and documents

* Formatting and editing documents, redacting information, and combining PDFs

* Updating CRM databases and systems with changes to client information

* Tracking team actions and producing reports on internal databases and Excel

* Undertaking any additional administration responsibilities to support the wider team

The ideal candidate will be extremely organised and pay strong attention to detail, with a positive attitude and willingness to learn in a professional services environment. You must have excellent communication skills and be able to use your initiative to prioritise your workload in a busy, fast-paced team! Previous experience in an administrative role and proficiency in MS Office is essential.

This is a temporary position requiring an immediate start, which will run provisionally till the end of the calendar year. This role will be based working from home, and all onboarding and training will be conducted remotely by the team.

If you believe your skill set and experience suit this role, please apply online! You can also call Sharan on 0 to find out more about our registration process!

Please refer to our privacy notice which will explain how we as an organisation will manage your data on our website. If your application is successful, we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful, we will delete your application within 6 weeks and all record of your data.

If you are already registered with Katie Bard, please contact your consultant directly. Katie Bard is an Equal Opportunities Employer. Katie Bard is acting as an employment agency
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