Administration/pa Assistant
3 weeks ago
**Ref: 59**
**Role: Administration/PA Assistant (12 month maternity cover)**
**Salary: £20,000-£23,000 per annum depending on experience**
**Location: Wakefield**
**The role**:
- To assist in the admin duties in the day to day running of the practice
- To support the practice with daily business functions
- To upload information onto computer systems ie: Salesforce
- To maintain daily postal requirements
- To be the first point of contact for client/provider queries
- To process financial/business documentation and forms
- To work within a regulated environment
- To be the first point of contact for clients/providers queries, resolving efficiently or referring to correct area
- To effectively record day to day actions on appropriate system
- To perform postal duties including scanning sensitive data
- To process information requests
- To collate information using checklists to establish full receipt
- To process client actions ie: withdrawals, change of address
- To help maintain client relationships ie: writing and posting birthday cards
- The ability to balance conflicting demands in a calm and friendly manner.
- Ability to work professionally and follow practice etiquette
- Adaptable to meet practice requirements
- An ability to pay attention to detail
- Ability to accurately transpose information
- Financial industry knowledge would be advantageous
- Broad experience of Microsoft Office (Word, PowerPoint, Excel)
- Experience of electronic diary management and appointment booking would be advantageous.
Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.
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