Apprentice Financial Services Administrator

CLS MONEY LIMITED · Competitive · Rayleigh
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  • Managing the post
  • Sorting post
  • Dealing with telephone enquiries and email queries
  • Answering phone calls and transferring them as necessary
  • Data entry
  • Customer service in the form of dealing with customer phone calls; contacting clients for additional information etc.
  • Chasing quotations
  • Carrying out requests from the team as needed
  • Ensuring accuracy, efficiency and professionalism at all times when dealing with all clients, colleagues and insurers
  • Maintaining process and procedural knowledge by reading and understanding procedural changes
  • Providing general administrative support including; mailing, scanning, and copying
  • Trustworthy
  • Willing to learn
  • Enthusiastic
  • Reliable
  • Punctual
  • Able to work both independently and within a team
  • Ability to develop and sustain relationships with customers
  • Enthusiasm, initiative, problem solver, dependability and accountability
  • Ability to prioritise and organise own workload to ensure deadlines are adhered to

Skills Required :

  • Excellent communication and customer service skills
  • Excellent IT skills, particularly with the Microsoft Office packages
  • Accurate data input skills
  • Excellent relationship skills

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