Junior Administrator

This is a fantastic opportunity to join a quickly expanding team of Independent Financial Advisers based in Mold. We are looking to expand our administration team and are seeking a new junior administrator, someone who is keen to develop a career in financial services.

Full training and support will be given and no specific financial services industry experience is required, just the ability to work within a fast-paced, team based environment helping to service clients to the highest of standards.

Department: Operations
Project Location(s): Mold
Education: Not required
Compensation: Experience Dependent

Responsibilities

Candidates can look forward to working within our administration team, along with helping our financial advisers and their clients.

  • Providing general administration support;
  • Receiving and making client calls
  • Chasing providers for information
  • Data entry and data processing
  • Dealing with post and emails
  • Greeting and welcoming clients to the office

Skills/Experience

  • Great interpersonal communication skills;
  • Keen eye for detail;
  • Personal accountability and strong work ethic;
  • Professional, able to interact with providers/clients;
  • Team player
how can we help you?

Contact us at Celtic Financial to book a free no obligation initial meeting.