WELLS GIBSON Salary
PROSPECT HOUSE PROSPECT BUSINESS CENTRE DUNDEE TECHNOLOGY PARK DUNDEE DD2 1TY SCOTLAND
TIN: SC521697
WELLS GIBSON Premium profile inactive Premium profile inactive
Earnings on positions in WELLS GIBSON
WELLS GIBSON is looking for employees for positions:
client administrator
Working hours
- part-time
Responsibility
- at Wells Gibson, we’re dedicated to creating a positive impact on our world
- we’re committed to integrity and transparency in everything we do
- provide exceptional client support by addressing enquiries, resolving issues, and ensuring a positive experience throughout their financial planning journey
- handle administrative tasks, ensuring accurate documentation and data entry
- contribute to the firm's efficiency by maintaining organised systems and processes
- collaborate with team members to ensure seamless client interactions
- schedule appointments and manage calendars
- wells Gibson is a multi-award winning firm seeking an experienced Client Services Administrator to join our friendly and collaborative team based in Dundee
Requirements
- prior experience in client service or administrative role
- basic understanding of financial planning concepts
- strong communication and interpersonal skills
- detail-oriented with excellent organisational abilities
- ability to work collaboratively in a team-oriented environment
- A commitment to maintaining client confidentiality and data security
- proficiency in MS Office Suite and CRM software