Junior Administrator

-Are you fluent in English?

-Do you have a mature attitude?

-Do you have great communication skills?


Company Description

Our client has developed to become one of the world's leading independent international financial consultancy. They offer an all-inclusive range of financial planning services including investment strategies, long-term financial saving schemes, as well as tax-efficient pension plans.

As they continue to grow and reach new heights, they are now looking for a Junior Administrator to join their team.


Job Description

The administrator plays an important role in the day-to-day administration of all the business receives from the offices within the region processing the paperwork and functioning as a point of contact between the consultant (and their relevant client) and the institution.


Duties will include:

  • Dealing with the day-to-day generic Administrative duties - telephone as well as via email related to the designated region
  • Liaise with relevant overseas offices on any emails/issues that may arise
  • Liaise and handle any urgent queries concerning institutions
  • Inputting data for business received as well as the received and issued figures
  • Liaising with consultants on any discrepancies that may arise between received and reported figures
  • Track and chase any outstanding documentation
  • Updating and maintaining the database ensuring all relevant information is inputted depending on the type of business received
  • Handle stationery orders for the relevant offices
  • Request and update clients list on a monthly basis
  • Handle transfer location sheets as well as their files to the relevant local department
  • Liaising with Area Managers in order to ensure file checking is done accurately
  • Process any valuations as and when requested
  • Request illustrations on behalf of the consultants
  • Updating commission structure and schedule accordingly
  • Dealing with couriers as and when requested
  • Ensure that business received adheres to basic compliance regulations which are required in order to process business smoothly
  • Liaise with the HR department should any movement within the staff occurs such as a new coordinator servicing a consultant
  • Generate reports as and when requested by the management
  • Train any new recruits should the need arise
  • The support of other colleagues within the department as and when required
  • Handle and manage any ad-hoc projects that may crop up as and when requested by the management.

Distinguishing Features/Critical Competencies

  • Polite manner on the phone whilst maintaining confidence and being persevering when required
  • Confident, be efficient, organized and diligent
  • Respect confidentiality
  • Attention to detail and willingness to learn
  • Demonstrate a pro-active and positive approach to work
  • Time management skills
  • Ability to work alone as well as part of a team
  • Able to work under pressure and prioritise work accordingly
  • Excellent communication skills and command of the English Language.


Required/Desirable Qualifications/Experience

  • Previous experience in a telephone based role, customer service and/or administration is a must
  • Exposure and/or experience with Pension products considered an asset
  • Sound knowledge of MS Office applications
  • A minimum level of education is 'A' Level education and/or diploma level. Degree level of education would be considered an asset, however not considered a main.

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