Client Care Administrator - Leamington Spa, United Kingdom - Countrywide Tax and Trust Corporation

Countrywide Tax and Trust Corporation
Countrywide Tax and Trust Corporation
Verified Company
Leamington Spa, United Kingdom

4 days ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Summary of Key Responsibilities and Role


Within this role, you will work with a growing and busy team of administrators responsible for dealing with clients on several complex matters such as AML, Deputyships and disputes with local authorities in relation to long-term care funding.


Principal Responsibilities

  • You will deal with completing AML checks on clients across the business including completing calls with clients to complete their AML checks.
  • You will deal with progressing matters in dispute in relation to local authority funding for longterm care.
  • You will deal with ensuring complaints are recorded and acknowledged and liaise with the relevant Team Leader to ensure that these are progressed.
  • You will review files and chase for outstanding information where required.
  • Ensure that appropriate records are kept for inhouse compliance purposes.
  • Monitoring the team inbox and responding where possible or ensuring that this is tasked to the relevant individual or team.
  • Carrying out checks on files and documents.
  • Drafting legal documents and correspondence.
  • Liaising with clients, advisors, and other professionals in relation to all matters.
  • You will also have some exposure to the development of new products and systems, providing training for inhouse staff and external partners.

Key Knowledge & Required Skills

  • Excellent communication and organisational skills
  • Excellent Administration skills and be able to use computer systems
  • You must have excellent attention to detail
  • You must be enthusiastic and conscientious
  • You must be able to learn quickly and adapt to new processes
  • Time and case management skills

Experience Required

Essential:

  • Previous administration experience is essential, and we are looking for someone who is used to working in a busy office environment, with daily deadlines.
  • You must have knowledge of using Microsoft, Outlook, Word, and basic level of knowledge of using Microsoft Excel.
  • Used to working with multiple inhouse systems, willing to learn new internal systems to grow knowledge (training will be given)
  • You must have the ability to work independently and a positive cando attitude toward problemsolving.

Desirable:

  • Experience with dealing with complaints and being able to resolve them in a professional manner.

Key Knowledge & Required Skills

  • Excellent communication and organisational skills
  • Excellent Administration skills and be able to use computer systems
.

  • You must have excellent attention to detail
.

  • You must be enthusiastic and conscientious
.

  • You must be able to learn quickly and adapt to new processes
.


Other Requirements

Essential:

  • Selfmotivated, proactive, and friendly team player.
  • Flexible individual who can respect and support others within a team.
  • Commitment and loyalty to the organisation's values & mission.

Job Types:
Full-time, Permanent


Salary:
From £20,500.00 per year


Benefits:


  • Casual dress
  • Company events
  • Company pension
  • Employee discount
  • Free parking
  • Onsite parking
  • Referral programme

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:

CTTCCA
More jobs from Countrywide Tax and Trust Corporation
See all jobs of Countrywide Tax and Trust Corporation