Job Description

Location
Salary
Posted on
Reference
Leeds
\xc2\xa321000 - \xc2\xa324000
01/12/2023
NJR14389
DESCRIPTION

NJR Recruitment are pleased to be working with one of the fastest growing financial services firms in Leeds, who are looking to expand their team with an experienced administrator to support their account management team. This company prizes themselves on their different approach to financial planning and genuinely puts their staff first!

What\'s in it for you?
25 days annual leave plus Bank Holidays
Early finish every Friday
Annual bonus and salary reviews
Enhanced pension contribution
Opportunities for continuous professional development
Full study support
Discounted annual rail season ticket
Buying and selling annual leave scheme
Regular social events throughout the year
Smart/casual dress code
Weekly fruit & snacks provided

Working from modern open plan offices in the heart of the city, the successful candidate will be providing ongoing support to the Account Managers and duties will include:
Setup and maintenance of client accounts
Regularly update and maintain client data and records
Handling client queries
Support the National Account Manager in account review meetings
Responsible for the onboarding of new clients
Assisting with the diary management of the National Account Manager
Assisting in the preparation of presentation materials and reports for client meetings
Prepare detailed reports on sales activity and administrative tasks

What we need from you?
Strong communication skills
Good knowledge of Microsoft office systems
Experience of working with in house systems
Good attention to detail
Proven experience in able to work autonomously by prioritising tasks

If you are an experienced administrator, ideally from a sales or financial planning background, then we would be really keen to speak to you about this fantastic opportunity! Apply today or contact NJR Recruitment for more information quoting NJR14389