Administration Assistant - Mansfield, United Kingdom - M D Slack Wealth Management Ltd

Description

'''Duties'''

• Assist customers with inquiries, troubleshooting, and problem resolution
• Perform data entry and maintain accurate customer records
• Liaise with companies for client data/product information requested
• Communicate effectively with customers to ensure a positive experience
• Follow company policies and procedures for customer support

'''Experience'''

• Strong phone etiquette and communication skills
• Ability to analyze customer needs and provide effective solutions
• Proficient in data entry and maintaining accurate records

As a Practice Support Specialist, you will play a crucial role in providing exceptional customer and advisor support.

You will be responsible for assisting customers with inquiries, troubleshooting issues, and ensuring their needs are met and supporting 2 financial advisors with their paperwork ie annual review letters and inputting information the advisor gives you to accurately record.

Your ability to communicate effectively & professionally and be organised and efficient will be key to your success in this role.

Benefits:

• Competitive salary
• Paid time off
• Professional development opportunities

Requirements:

• GCSE/ A levels / diploma or equivalent

- preferred experience in an administrative type tole and working under pressure

• Proficiency in data entry and maintaining accurate records
• Excellent phone etiquette and customer service skills

(hours can be worked to suit as you would be replacing a retiree who usually works Tuesday and Thursday 10-3 currently but we would require more hours potentially than this-contract/hours can be discussed for the right person, also from September we will lose another part time staff member so there may be opportunity for full time then
- to be discussed)

Office based is preferred but some hours can also be done at home if needed however you will have access to printing/scanning etc from the office and there will be plenty of this


Job Type:
Part-time


Salary:
£11.50 per hour


Expected hours:
No less than 10 per week


Benefits:

• Company pension
• Employee mentoring programme
• Financial planning services

Schedule:

• Day shift
• Flexitime
• Monday to Friday

Education:

• GCSE or equivalent (preferred)

Experience:

• Administration: 1 year (preferred)

Ability to Commute:

• Mansfield, NG18 5BR (required)

Ability to Relocate:

• Mansfield, NG18 5BR: Relocate before starting work (required)

Work Location:
In person


Reference ID:

MDS WM LTD PA