- Working within a dynamic financial company to provide comprehensive admin support across office functions and new business – with thorough training provided.
- Maintaining strong client relationships to uphold top-notch customer service consistently.
- Efficiently managing client letters and files throughout projects.
- General administration support in the office.
- Communicating with clients, referrers, financiers, and our business growth team.
- Assisting the Finance and Credit Control team as needed.
- Proactively nurturing client relationships to ensure we remain their preferred choice for future services.
- Effective management of ledgers, payment requests, reconciliations, and management data as per policies.
- Reviewing client bank transactions and seeking additional details if necessary.
- Monitoring cash inflows and portfolio trends diligently.
- Thoroughly understanding client risk profiles via facility documents.
- Ensuring client needs are satisfied through various communication channels.
- Facilitating a superior onboarding process for clients while maintaining exceptional service standards.
- Supporting the Operations and Brokerage team during high-demand periods.
- Conducting 'know your customer' checks on potential borrowers.
- Promptly escalating areas of concern for necessary actions.
- Accurate data input into the Customer Relationship Management system.
- Verifying signed security documents for each loan completion.
- Preparing post-sale documents and sending welcome emails post-completion.
- Undertaking occasional projects and initiatives as instructed.
- Accompanying Portfolio Manager to client meetings and updating business with client progress.
- Reviewing audit reports and taking required follow-up actions.
- Providing client training on the operational system for reconciliations.
- Adhering to all Company policies and procedures.
- Other duties or projects based on role's responsibility level, leveraging experience and training.
- Experience – Demonstrated client relationship management experience in finance preferred.
- Skills – Strong customer service skills, ability to work independently while being a team player.
- Microsoft Office expertise, especially in Excel. Numeracy, literacy, financial acumen. Problem-solving skills and risk awareness.
- Qualifications – Minimum A Level education and successful aptitude test completion.
-
Senior Administration Executive
2 weeks ago
Bristol Physio Ltd Clifton, United KingdomOverview: · We are seeking a highly organised and detail-oriented Senior Administrative Executive to join our team at this ever growing Physiotherapy practice. As a Senior Administrative Executive, you will play a crucial role in providing administrative support across our compan ...
-
Executive Administrator
1 week ago
Redmayne Bentley Leeds, United KingdomAs our Executive Administrator you will be vital in providing effective, efficient, and discreet personal assistance and secretarial support to members of both the Main and Executive Boards. · Your previous PA, EA or administrative experience will be necessary to ensure you can e ...
-
Executive Administrator
6 days ago
Gazelle Professional Recruitment Services Leeds, United Kingdom**This is a hybrid role, 2/3 days in the Leeds office required** · We are searching for a experienced and passionate Administrator to join a growing and forward thinking adult education provider based in Leeds city centre. · Working as part of a busy team you will effectively adm ...
-
Administration Executive
1 week ago
bramarpla Brough, United Kingdom**About us** · Our work environment includes: · - Casual work attire · - Flexible working hours · - 60-80% work-from-home · - Safe work environment · - Growth opportunities · The two brands that you will be working across cover very different industries with different customer gr ...
-
Travel Administration Executive
1 week ago
Succeed Recruitment Solutions Leeds, United KingdomSalary and benefits · Competitive salary DOE plus excellent benefits · Contract length · Permanent, Full time · Locations · Leeds · **Role of Travel Administration Executive**: · - Quality checking all the booking elements prior to sending out booking confirmations · - Processing ...
-
Executive Administrative Assistant
1 week ago
PQS Survey Ltd Pudsey, United KingdomPQS Tech Solutions is a company that specialises in the provision of surveying and civil engineering support to the construction industry. Our aim is to improve productivity and safety on construction sites through consultancy, training and delivery of professional services inclu ...
-
Operations and Administration Executive
1 week ago
Huntress Headingley, United KingdomThis Administration role is suitable for someone with strong administration skills or post graduate. Our client requires a confident individual who can manage their own workload and is proficient with Microsoft Office. · The working environment is fun, friendly and everyone is pa ...
-
Administrator - Maxassist Executive
5 days ago
Northside Truck and Van Ltd - Mercedes Benz Doncaster, United Kingdom**Maternity Cover** · Your main role will be; answering calls for breakdowns, taking bookings and enquiries for the MaxAssist department. · You will need an excellent telephone manner and a keen eye for detail, with the ability to follow processes. · The job role involves working ...
-
Administrator - Maxassist Executive
1 week ago
Northside Truck and Van Ltd - Mercedes Benz Doncaster, United KingdomYour main role will be; answering calls for breakdowns, taking bookings and enquiries for the MaxAssistdepartment. · You will need an excellent telephone manner and a keen eye for detail, with the ability to follow processes. · The job role involves working closely with our clien ...
-
Sales and Administration Executive
2 weeks ago
Aimée Willow Connex York, North Yorkshire, United KingdomThe Role Working within a fast-paced financial organisation to provide full admin support across office-based functions and new business – with full training to be given.Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.Robust ...
-
Sales and Administration Executive
1 day ago
CareerBliss York, United KingdomThe RoleWorking within a fast-paced financial organisation to provide full admin support across office-based functions and new business with full training to be given.Maintaining relationships with clients , ensuring excellent customer service is maintained at all times.Robust ad ...
-
Executive Support Officer/administrator
1 week ago
Triumph Consultants Ltd Bradford, United Kingdom**What's involved with this role**: · **Full Job Title**:Temporary Executive Support Officer/Administrator - Admin & Clerical · **Reference no**: Executive Support Officer/Administrator - Admin & Clerical · **Pay Rate**: Up to £15.33 · **per hour** PAYE depending on experience · ...
-
Administration / Customer Service Executive
1 week ago
Go Green Ltd Doncaster, United Kingdom**Administration / Customer Service Executive / Contracts Executive** · **Are you looking for a chance to build a long and successful career in a market-leading business with an environmental focus? The chance to make a difference for greener futures throughout the UK and Europe? ...
-
Administration / Customer Service Executive
6 days ago
Go Green Ltd Doncaster, United Kingdom**Administration / Customer Service Executive / Contracts Executive** · **Are you looking for a chance to build a long and successful career in a market-leading business with an environmental focus? The chance to make a difference for greener futures throughout the UK and Europe? ...
-
Executive Assistant
5 days ago
Page Personnel Finance York, United KingdomExecutive Assistant to the Director · - Great Benefits and free parking on site · **Client Details** · - Large not for Profit organisation based in York · **Description** · Key responsibilities for the Executive Assistant include but are not limited to: · - Provide a comprehensiv ...
-
Executive Assistant
1 week ago
Page Personnel - UK York, United KingdomExecutive Assistant, Hybrid Working, Non For Profit organisation · - York based · **About Our Client**: · - Large not for Profit organisation based in York · Key responsibilities for the Executive Assistant include but are not limited to: · - Provide a comprehensive and fully con ...
-
Executive Assistant
1 week ago
York and Scarborough Teaching Hospitals NHS Foundation Trust York, United KingdomIf you're a talented Executive Assistant with a passion for making a difference - someone who thrives in a busy and fast paced environment - now is your chance to join us · The Trust's Executive Team are responsible for the running of the hospital and the Executive Assistant is a ...
-
People Team Administrator
3 days ago
Vet Partners York, United KingdomWe have a fantastic opportunity for a People Team Administrator to join our friendly and supportive Shared Services team here at VetPartners · The role will see you support our vet practices nationally; in our fast-paced People Team function based at Clifton Moor, York. · You'll ...
-
Executive Assistant
1 week ago
Page Personnel - UK York, United KingdomFixed Contract to cover MAT Leave · - Great opportunity for a educational organisation · **About Our Client**: · The organisation is a well-established educational institution based in York. With a sizeable team of dedicated professionals, the school has a strong commitment to pr ...
-
Sales Administrator
1 week ago
D. M. Keith York, United Kingdom**Sales Administrator - SKODA/SEAT/HONDA/KIA/FORD - based at Skoda / Cupra York** · This is a fabulous opportunity to join a family run business in the AM top 100 and represent one of our fantastic manufacturer partners. · We are looking for ambitious and driven individuals who a ...
Sales and Administration Executive - York, United Kingdom - Aimee Willow Connex Limited
Description
The Role
The Responsibilities
The Requirements
Sales and Administration Executive professionals in York
-
Jinyu Li
student
-
Alex Dunn
Senior Field Sales Executive
-
Andrew Raby
Project, Business Development, and People Manager
-
Harsh Jain
Looking for jobs