Overview
Senior Administrative Assistant Jobs in Cornwall, England, United Kingdom at Quilter
Title: Senior Administrative Assistant
Company: Quilter
Location: Cornwall, England, United Kingdom
One of Quilter's partner firms are looking for an experienced financial services admin assistant on a full-time, employed basis to work from either their Cornwall office or on a remote basis.
Role Specification
- Financial Services administration.
- Supporting Advisers and the Administration team.
- Processing of new business applications.
- Monitor Protection cases.
- Liaise with clients over the phone with regard to competion of medical questionnaires for Protection cases
- Chasing providers.
- Updating clients.
- Maintaining records.
- General administrative duties when required.
Candidate
- Previous Financial Services experience essential (ideally minimum 3 years).
- Ideally a knowledge of Intelligent Office
- Excellent communication skills.
- Excellent telephone manner.
- Professional.
- Confident.
- Excellent attention to detail.
- No professional qualifications required however, any Financial Services recognised qualification are an advantage.
