This job offer is no longer available. See below for similar jobs:

Administrator - 12-18 Month FTC


Details:
Description:

Fantastic opportunity to join a well-established company in Kirton in Lindsley as an administrator, this role is to cover maternity leave 12-18 months fixed term contract.

Monday to Friday 9 - 5
Up to £25,000 DOE
Hybrid working may be considered

Main Duties;
o Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
o Contact clients and book review meetings using diary colour coding system and confirmation letters/emails to be sent to clients.
o Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system.
o Monitor / chase for the return of meeting notes uploaded to One Note by Adviser.
o Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
o Meet & Greet Advisers clients' when meetings are held onsite.
o Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
o Process change of address requests, updating our systems and notifying the administration centres.
o Update systems and administration departments of any Death notifications following the Death Process.
o Make adviser aware of documentation received in relation to their clients and provide general support as required.
o Act as a point of contact for clients and deal with routine issues/queries.
o Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
o Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.

Person Specification;

o Knowledge and understanding of SJP and RWM systems, procedures and responsibilities to ensure clients receive an outstanding service
o Strong administration experience
o Professional and warm telephone manner.
o Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship.
o Team player

If interested in this role, please click APPLY NOW a member of the team will be in touch if successful

Report this job

By sending this message I agree to GrindJob’s Terms and Conditions and Privacy Policy.

Enter your email to get a notification when similar jobs become available.

Create a job alert for Administrator in Gainsborough Lincolnshire ()

By continuing, you agree to GrindJob’s T&Cs and Privacy Policy.

When applying for a job, do not provide bank account details or any other financial information.
Never make any form of payment. GrindJob is not responsible for any external website content.

Enter your email to get a notification when similar jobs become available.

Your browser does not support Cookies or JavaScript or this option is turned off in your browser settings.

How to enable Cookies and JavaScript

Your browser is out of date!

Update your browser to view this website correctly. Update my browser now

×

Please wait...
There was an error loading the page. Would you like to reload the page?