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Permanent

Administrator

Lancaster
money-bag 25000.00-25000.00 Annual
3070526525
Posted 4 days ago

Title: Administrator Location: Lancaster Salary: Up to 27,000 My client is seeking a highly organised Administrator to support their busy team. This role is ideal for someone with previous experience in financial services who thrives in a professional, client-focused environment. Key Responsibilities Provide administrative support to advisers and senior team members. Prepare client documentation, reports, and correspondence. Manage client onboarding processes and maintain accurate records. Liaise with clients, providers, and third parties to obtain information. Schedule meetings, manage diaries, and coordinate appointments. Maintain CRM systems and ensure compliance documentation is up to date. Support with regulatory and compliance requirements where applicable. Assist with general office administration and process improvements. Skills and Experience Previous administrative experience within financial services (preferred). Strong organisational skills with excellent attention to detail. Experience working with CRM systems and Microsoft Office. Professional communication skills, both written and verbal. Ability to manage multiple tasks and meet deadlines. High level of discretion when handling confidential information. Proactive, reliable, and team-oriented approach. JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, ..... full job details .....

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