Financial Services Administrator
On-site
Core
Provide administrative support to a financial services team, handling customer enquiries, compliance documentation, and CRM updates.
Role type
Administrative Support Specialist
Builds
Customer compliance documents and CRM records
Domain
Financial Services / Insurance / Pensions
Deliverable
dashboards & analysis
Required skills
Administration support, Customer service, CRM management, Email management, Compliance documentation, IT skills
Responsibilities
Answering phones and handling enquiries, Monitoring and responding to emails, Updating the CRM and portals, Providing administration support to the financial services team, Support with customer compliance documents