To provide an excellent level of service to the organisation and prioritisation of their daily business needs and aspects of administration.
General correspondence and emails
Scanning and archiving of department correspondence
Processing all aspects of product and investment administration, for Self Invested Personal Pension,
Individual Savings Account and General Investment Accounts.
Administer all aspects of each product within agreed SLA on a daily basis.
Complete daily & monthly tasks as requested by manager.
Communicate with the team and clients effectively.
Taking incoming and making outbound calls.
Previous experience at the same if not similar level. Preferred but not essential
35 hours per week, Monday to Friday.
Knowledge and Skills Needed:
Able to work in a busy administrative environment
Excellent accuracy and communication skills.
Highly organised with the ability to prioritise workloads and have a keen eye for detail
Customer Service skills including telephone techniques
Knowledge of Microsoft Office & Excel
Maths and English GCSE'S (C or above)
Badenoch & Clark is acting as an Employment Agency in relation to this vacancy. Badenoch & Clark is an Equal Opportunity Employer and a registered Disability Symbol User.
- organisational skills
- attention to detail
- pension knowledge ideally
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