Financial Services Administrator

EIS Financial Services:

The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families’ access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher’s Pension Advice.

Purpose of the Role:

The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will have responsibility for managing the day to day administrative requirements of the Glasgow office.

Location:

This position is to provide maternity cover for a 12 month period and will be based in the EIS Financial Services offices in Glasgow.

What this Job is expected to Do (Accountabilities)

• Manage the incoming post on a daily basis

• Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner

• Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner

• Maintain client information in our CRM System

• Provide excellent customer service over the phone to both existing and prospective clients

• Act as the face of the company for customers who may visit the office

• Liaise with and follow up with third party providers, partners or other financial institutions as required

• Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients etc.)

• Prepare and issue client documentation as required

• Prepare invoices for payment using our Finance System (Xero)

• Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report

• Update the CRM system to reflect incoming payments and allocate to the relevant accounts

• Deliver post to the local post office as required

• Ad-hoc office duties as required

• Comply with the risk control and regulatory requirements that are relevant to this role

• Maintain commercial awareness relevant to this role

The level of Knowledge / Skills / Experience (Technical Competency) required for the role:

• Experience using “Intelligent Office” the financial services CRM system will be an advantage

• Experience in general office administration is essential

• Experience providing excellent customer service over the phone is essential

• Experience in Life Policy administration is preferable

• Experience in Financial Services is desirable

• Experience using a CRM system is desirable

• Proficient in the use of Microsoft Packages (Word, Excel, Outlook)

• Excellent attention to detail

• Strong organisation skills

• Experience working collaboratively as part of a team

The behavioural competencies that are essential for the job:

• Approachable and a can-do attitude 

• Quality-focused with a Customer First approach

• Excellent attention to detail

• Excellent communication skills

• Ability to learn and carry out tasks in line with procedure

• Works well within a team – shares info, collaborates with, supports other team members