Administrator

Elevation Recruitment Group, Business Support division are currently working with a dynamic and reputable organisation within the financial services industry. With a strong focus on integrity, innovation, and client satisfaction, we are looking for a skilled and motivated Financial Services Administrator to join their dedicated team.

• Full-time, permanent role
• 25 days holiday (plus bank holidays)
• Career development opportunities
• Regular social events
• 1 hour lunch break + 2 x 15mins
• Leeds city centre

As a Financial Services Administrator, you will play a crucial role in supporting the day-to-day operations to the commercial and partnership function of the business.

Key Responsibilities:

• Provide excellent customer service by responding to client inquiries and requests in a timely and professional manner.
• Assist clients with account-related queries and ensure accurate and thorough resolution.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Manage calendars, schedule appointments, and coordinate meetings
• Assist in the preparation of reports, presentations, and other documentation as required.
• Accurately input data into the CRM system.

Requirements for the role

• Enthusiastic and eager to learn
• Passionate about career development
• Confident user of MS Office package
• Minimum 1 year experience within an administrative role

Click to apply today.