PA/Administrator - City Financial Consultants Ltd - Wizbii


  • By City Financial Consultants Ltd
  • Internship
  • Greater London (United Kingdom)
  • Reception / Administration

Job description

Role Description
• General Administration support including filing, scanning, mailings, client service management, meeting preparation, fielding calls, emails and queries from clients
• Maintaining accurate computer records including updating Outlook, Word and Excel documents
• Telephone liaison with Administration Centres
• Chasing financial institutions to provide requested information
• Handling calls and emails in a professional manner, answering clients’ queries where possible, passing on detailed messages in a timely manner
• Diary management
• Filing and record keeping
• Producing Illustrations
• Processing Application forms
Systems Skills
• Accurate typing
• Outlook experience
• Advanced Microsoft Word and Excel
Personal Attributes
• Excellent interpersonal and communication skills
• Good written English
• Pleasant telephone manner
• Ability to be clear and concise when passing on information
• Strong organisational skills; able to multi-task and prioritise
• Ability to use own initiative and be proactive
• Able to maintain confidentiality at all times and to handle sensitive matters
• High attention to detail
• Flexible and adaptable attitude
• Smart, professional appearance at all times
• Educational standard A-Levels
• Experience of working within Financial Services is preferable

Seeked profile

A level + education
Proficient with IT and Microsoft Office Packages.

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About City Financial Consultants Ltd

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