- Professional and warm telephone manner
- Ability to relate to the pressures on the internal team and ensure an effective and efficient two way relationship
- Team player
- Product and financial market knowledge would be desirable
- Sound knowledge of Microsoft packages
- At least 1 year administration experience
- Fantastic customer service experience and a real passion to deliver an outstanding service at all times
- Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients
- Monitor / chase for the return of meeting notes uploaded to internal system
- Ensure that client meeting notes are recorded on the system, including ebriefings, scan notes to system
- Construct appropriate post meeting letter for issue to clients
- Meet & Greet clients' when meetings are held on site. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book
- Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required
- Process change of address requests, updating our systems and notifying the administration centres
- Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate
- Act as a point of contact for clients and deal with routine issues/queries
-
Accounts and Operations Assistant
2 weeks ago
Obaby Limited Kirton in Lindsey, United KingdomRole: Accounts and Operations Assistant · Type: Permanent · Obaby Ltd. is a long established, renowned brand in the UK nursery furniture and baby products industry, specialising in nursery furniture and pushchairs. Independently owned and proud of our roots we are one of the lead ...
-
Administrator
1 week ago
Pertemps Leicester Kirton in Lindsey, United Kingdom Permanent, Full timeJob Role: Administrator (Financial Services) - Minimum 12 month contract with possibility of extension. · Starting Salary: Up to £25,000 DOE + benefits · Working hours are 09:00 – 17:00, Monday to Friday. There is hybrid working available once you are settled in and have passed y ...
-
Graduate Administrator
2 weeks ago
Kinetic Office Recruitment Kirton in Lindsey, United Kingdom Permanent, Contract, Full timeGraduate Advisor Support Administrator - minimum 12 month contract · Kirton in Lindsey – Hybrid working available · Up to £25,000 Depending on experience · Overview: · Our friendly, successful, and professional financial services client is looking to recruit an Administrator to j ...
-
Administrator - Wealth Management
2 weeks ago
North Oak Recruitment Kirton in Lindsey, United Kingdom Contract, Full timeAdministrator - Wealth Management – 12 month contract · Gainsborough – hybrid available (our ref AL1290) · Salary to £25,000 pa dep on exp + benefits · My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them ...
-
Advisor Support Administrator
1 week ago
Kinetic Office Recruitment Kirton in Lindsey, United Kingdom Permanent, Contract, Full timeAdvisor Support Administrator - minimum 12 month contract · Kirton in Lindsey – Hybrid working available · Up to £25,000 Depending on experience · Overview: · Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Ad ...
-
Advisor Support Administrator
2 weeks ago
Kinetic Office Recruitment Kirton in Lindsey, United Kingdom Permanent, Contract, Full timeAdvisor Support Administrator - minimum 12 month contract · Kirton in Lindsey – Hybrid working available · Up to £25,000 Depending on experience · Overview: · Our friendly, successful, and professional financial services client is looking to recruit an Administrator to cover a pe ...
Administrator (Maternity Cover) - Kirton in Lindsey, United Kingdom - Cherry Professional
Description
Administrator (Maternity Cover) | At least a 1 year contract | Up to £25k dependant on experience | Gainsborough |Full time 9-5pm | Open to hybrid | Free Parking |
We are seeking to appoint an experienced and collaborative Administrator to join a well established business based in the market town of Gainsborough.
What we're looking for:
The finer elements of the role include: