Job Description

We are looking for an enthusiastic full time administrator to join our team at SW Financial Management based in Hamilton.

The Role

You will work 9-5 Monday to Friday and you will undertake the following as part of your employment

Answering incoming calls/emails and either dealing with these on behalf of the advisors or passing them through to the advisors Meeting and greeting clients when they come into the office. Assisting advisors in the office with their business via the Client Relationship Management software and ensuring data held on this system is accurate and up to date. Processing new business on behalf of the advisors Ensuring all income statements are uploaded onto the client relationship management system Maintain accurate post sale client files. Maintain appropriate technical knowledge to be able to undertake your role effectively via annual knowledge testing. Ability to be flexible to carry out other duties that may arise as and when necessary.

Requirements

In order to fulfill the above role, the successful candidate

Must have previous industry experience of working as an administrator in the financial services sector. Must be fully computer literate Must have a full working knowledge of all Microsoft Office packages including Outlook, Word, Excel Must have knowledge of Intelligent Office & Docusign Must portray a professional image in appearance and attitude to work. Must enjoy being part of team but also be able to use their initiative and work on their own when needed and pay strong attention to detail. Must have good time management skills
Please note, that we will conduct a standard Financial and Identity check on any candidates who are offered a role within the company.

Job Types: Full-time, Permanent

Benefits:

Company pension Life insurance On-site parking
Schedule:

Monday to Friday
Work Location: In person