Business Processing Administrator (Wealth) - London

Business Processing Administrator (Wealth) - London

Our client is looking for a Business Processing Administrator to join their team based in London. You will have the responsibility for providing comprehensive, confidential, and professional support to the Business Processing Manager and the wider teams. Supporting the Business Processing Team with day to day administrative duties; you will ensure that all client related tasks and activity is completed to the highest standard and in line with business SLAs.

Some of your responsibilities will include:

Letter of Authority processing

Calling 3rd party providers

Dealing with general client queries

Dealing with incoming post

New business processing

Data entry on spreadsheets

Case pipeline tracking – liaising with Advisers to identify any issues

Submit and manage outsourced paraplanning cases on Tracker

Requirements

Have a minimum of 1 year experience working in a Financial Advice firm, ideally within the St James' Place network

Proven work experience as an administrator or within an office support role

Excellent written communication skills

Excellent Customer service skills

Attention to detail

Ability to build rapport and manage client relationships; both over the phone and in person

Manage time effectively with the ability to multi-task

Always demonstrate a can-do attitude and take ownership

A great team player

 If this sounds like the position for you, then please forward your CV to natalie@artemisrecruitent.co.uk 

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