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Administration Assistant

4 months ago

Southampton, United Kingdom Maxwell Dando Ltd Full time

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

TASKS AND DUTIES:

- 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

ESSENTIAL SKILLS:

- 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
- Self-starter 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

**Job Types**: Part-time, Permanent
Part-time hours: 25 per week

**Salary**: £11.50-£12.00 per hour

**Benefits**:

- Free parking
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

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

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

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

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person