Administrator - Sevenoaks, United Kingdom - Floss Agency

Floss Agency
Floss Agency
Verified Company
Sevenoaks, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Working for a successful expanding business as part of a team, this is a full-time, permanent role working Monday to Friday 0900 to 1700.


Duties:


  • First point of contact for client's general queries and passing on to relevant team member
  • Gain a broad understanding of product and procedures, paperwork and systems that need to be followed
  • Keeping records of client's details, updating, scanning on to inhouse records, support in completing written documents and relevant paperwork
  • Learn our new network CRM system a training induction course (online) will be given with continual support.
  • Keying in details to an accurate and detailed level, with an eye for detail
  • Help to prepare compliant reports
  • Diary management of advisers, coordinating appointments/bookings, making zoom appointments between them and clients
  • Prepare client reviews for advisors, keeping records of when these are due.
  • Prepare for review meetings and updating presentations for the advisers
  • Ensure fact finds, client questionnaires, paperwork and meeting notes are fully present and correct

Experience:


  • You will have a minimum of 2 years administrative experience in a professional office environment
  • Good IT skills and have a good working knowledge of MS Office
  • Excellent communication skills both verbally and written
  • A good level of numeracy and literacy along with strong attention to detail
On-site car parking is available.
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