Administrator
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| Job Type | Permanent Full Time |
| Location | Banbury |
| Area | Oxfordshire, England |
| Sector | Admin, Secretarial and PA |
| Salary | £24000.00 - £25000.00 per annum |
| Start Date | |
| Job Ref | J1314 |
| Job Views | 37 |
- Description
- Our client based in Banbury is looking to recruit an experienced administrator who has suitable experience within the finance industry.
Your day to day duties will include:
*Liaising with client to obtain personal banking information, NI numbers, addresses and policy details
*Booking in meetings and follow up appointments
*Sending pre-meeting information, letters, maps and welcome packs
*Sending follow up letters and requesting ongoing information
*Dealing with providers to obtain
*Quotations, illustrations, transfer values, sending off LOA's and plan encashment and surrenders
*Confirming change of address
*Completing compliance requirements and Anti Money Laundering checks for all clients
*Running Management information reports from Report Server in IRESS
*Dealing with weekly cash reports via Transact
*Running all bulk service repots via IRESS
*Updating AO/IRESS with new client information and updating existing client details
*Submitting new business online
*Obtaining quotes via The Exchange
*Liaising with accountants and solicitors for mutual clients
*Handling POA arrangements and set up
*Dealing with Transact to instruct sales (with the guidance of the planner) and transferring cash into and out of plans
*Pension Transfer establishment and dealing with external pension providers
*Arranging annuity details and drawdown set up
*Entering fees and adviser charges on AO and sensing invoices to clients and providers
*Running all diary and schedules through activity managers and diarising future dates
To be considered you will:
*Have experience working in the finance industry (desirable)
*Prior knowledge/experience of IRESS (desirable)
*Excellent administration skills (essential)
*Experience in creating and/or processing invoices, reports and quotes (essential)
*Excellent IT skills (essential)
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Equation Recruitment is an equal opportunities employer that operates as an employment agency for permanent recruitment and as an employment business for temporary recruitment. Replying to this advert means that you provide us with authorisation to add you to our database for us to match and contact you to other suitable vacancies.
