Administration Assistant - Bury, United Kingdom - Nazia Haque Wealth Management LTD

Description

Ideally looking for a hybrid or home-based role
-
Looking for part-time employment - 22 hours over 3 days or 2.5 days

• Ideally looking for a hybrid or homebased role
• Excellent working knowledge of
  Salesforce CRM:
• Numerate, logical and organised with a high level of accuracy and attention to detail
• Quick to learn new skills and to find improved ways of working
• Articulate and effective communicator, with a friendly and approachable manner and the ability to build effective working relationships
• Motivated, proactive and tenacious, able to organise and prioritise workloads to meet deadlines
• Effective team player with a handson, positive approach to supporting shared goals
• Preparation of review packs ahead of client meetings, including clientspecific data and investment performance
• Submission of business to central team for processing including lump sum investments, fund switches, cash withdrawals, policy surrenders and regular income payments
• Composition and despatch of post review/fund switch letters to clients in line with strict compliance
• Diary management
• Liaising with product providers and other third parties to acquire additional information pertinent to investments
• Coordination of annual Cyber Essentials audit
• Organisation of client gifting
• Collation of annual business expenses and other PA duties

Job Types:
Part-time, Permanent, Freelance


Salary:
£18,897.00 per year


Expected hours:
per week


Benefits:

• Company pension
• Financial planning services
• Flexitime
• Free parking
• Onsite parking

Schedule:

• Monday to Friday
• No weekends

Education:

• Certificate of Higher Education (preferred)

Experience:

• Customer service: 2 years (preferred)
• Administrative experience: 2 years (preferred)

Language:

• English (preferred)

Licence/Certification:

• Driving Licence (preferred)

Work Location:
In person

Application deadline: 21/03/2024


Reference ID:
Naz987