Admin Assistant - Scunthorpe, United Kingdom - Fortem People

Fortem People

Verified Company

Scunthorpe, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our well-established client in the Financial Planning industry is looking for a Client Support Executive to join the team.

Working Location:
Scunthorpe

Salary:
£23,000

Hours per week: 35 hrs

Working hours:
Monday to Friday 9.00am - 5.00pm (1hr lunch)

Key Duties and Responsibilities:

Provide high level technical and administrative support to the Practice;
Premeeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
Meeting and greeting clients and visitors to the Practice;
Adviser pipeline management
Provide regular updates to Financial Adviser about case progression
General office administrative duties
Running reports and illustrations and collating key data;
Extensive liaison with Admin Centres, providing information required to complete transactions within specific timescales;
Producing templated client letters and reports

Person Specification

Previous experience in an office support role, ideally in financial services or related sector;
Knowledge of relevant regulation and legislation (desirable);
Experience of client management systems such as Salesforce.
Excellent facetoface and telephone client interaction skills and ability to build rapport swiftly;
Excellent written communication skills;
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Good organisation skills;
Strong attention to detail;
Manages time effectively with the ability to multitask;
Keeps calm when faced with conflicting demands and handles these effectively;
Demonstrates a positive attitude at all times;
Works well on own tasks as well as on shared goals as part of a team;
Open to change with a creative approach to problem solving.

Benefits
Holiday allowance: 25 & xmas shut down & BH

Extra 1 day every 2 yrs service (up to 32 max)

Progression and training

6% Pension

Salary Sacrifice scheme

Quarterly team nights out

Relaxed yet hard-working office environment

Exploring 4 days a week option

Job Types:
Full-time, Permanent

Salary:
From £23,000.00 per year

Benefits: