Administration Assistant - Southampton, United Kingdom - Maxwell Dando Ltd

Description

The Client Completion Manager will be supporting Mortgage and Protection Advisers by engaging with clients, lenders, protection providers and third parties.

• Assessing client documents and ensuring that they are in line with polices, criteria and compliance
• Chase documents from clients and help them complete fact finds if required
• Create letters and reports
• Supporting advisors by conducting research with lenders and preparing for appointments
• Promote the profile of the business within the profession and wider community

• Experience of working in a fast paced environment and juggling multiple tasks effectively and efficiently
• Must be trustworthy and have a high level of integrity
• Provide a high level of customer experience
• Engaging with clients confidently face to face and over the phone
• Selfstarter with a positive, proactive, confident attitude
• Good communication skills and able to build trusting relationships with clients. Must communicate in a fair and clear manner
• Mortgage administration experience is desirable but not essential as training will be provided
• Diary management

• Free parking
• Work from home

• Monday to Friday

• Bonus scheme
• Performance bonus

• Southampton, SO31 4QH: reliably commute or plan to relocate before starting work (required)

• GCSE or equivalent (preferred)

• Customer service: 1 year (preferred)
• Administrative experience: 1 year (preferred)

• English (preferred)

• Driving Licence (preferred)