For: Administrator, St Ives, GBP18,000 - GBP20,000
Meyer Scott Ref: VR/06141
Our client are a long established finance services business based in the Town Centre of St Ives who are looking for some assistance.
To provide administrative support to the business so staff are organised, informed, prepared & free to perform their duties effectively & efficiently.
They are essentially seeking an administrator who prides themselves on dotting the Is and crossing the Ts. They will provide total training in terms of their procedures and systems.
Ensure client business is processed efficiently and successfully. Maintain client database so that information is constantly up to date and easy to find.
Duties & Responsibilities:
Make appointments for Financial Planners with new / existing clients if required & send required confirmation documents & communications to all parties.
Monitor Financial Planner diaries & movements to ensure no overlap of appointments or other commitments.
Photocopying & scanning documents into the Office Database.
· Make up new client files & enter data on Work In Progress spreadsheet.
Make up Client Packs for Reviews.
Produce Annual Review Documents and Platform Reports.
Type, edit & format letters, reports, presentations etc.
Bulk Mail Outs to clients for particular Providers.
Sending LOAs and chase up Providers.
Cover Reception duties including meeting and greeting guests and taking phone calls in a polite and friendly manner, and dealing with post when Receptionist is on leave or it is a particularly busy day
Address / re-direct enquiries from clients, & take phone messages.
Complete all office / client filing.
Develop appropriate systems, procedures & controls to enhance the accuracy, timeliness & presentation of all employees work.
Maintain database system and ensure are all up to date.
Excellent analytical, organisation, time management & prioritisation skills.
You will be comfortable with CRM systems, our client uses ACT linked to Sage.
Well developed skills in computer software: MS Office Excel and of course Word.
Excellent inter-personal skills for dealing with enquiries regarding sensitive & confidential issues.
Proven ability to develop & manage relationships with a diverse range of people.
Ability to achieve agreed outcomes without supervision & work to demanding deadlines.
Preferred but not essential - knowledge of Provider Platforms (mainly Zurich).
Willing to support and adapt to change in the practice.
Experience in an administrative clerical position in financial services.
Hours: 9am - 5pm Monday to Friday finishing 4pm on a Friday.
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