Business Support Administrator

3 weeks ago


Warrington, United Kingdom Aimee Willow Connex Full time

**KEY PURPOSE**:
As a Business Support Administrator your day will be spent working closely with colleagues in the financial services industry. Ensuring the smooth running of the office by providing essentialreporting on KPIs.

A highly motivated individual who must have a 'can do’ attitude. Have a proven ability to achieve and exceed targets in a quality manner through systems and Excel extracted data. Must be able to manage customer relationships by building a rapport with them.You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment.

You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriatecustomer effecting issues to line managers or Directors. To deliver a set of diverse tasks that enable our advisors to focus on sales.

**DUTIES**:
**_Job Description_**
- Reporting on advisor stats, monthly, telephone stats monthly, web leads weekly, web leads from entry to call. Service Level reviews met, advisor KPIs
- System navigation
- Arranging internal meetings, booking travel, hotels, trains as requested
- Administrate client cases including (scanning to client case, shredding, filing, verifying documents, telephone handling)
- Start and end of day checks
- Co-ordinating fire alarm tests and updating logs logs
- Upload new versions of Process and policy docs onto SharePoint
- Update System with finances
- monitor enquiries inbox
- send out thank you cards
- finances to be actioned
- Stationary Ordering
- Sundries Ordering
- Dealing with the post
- Scanning
- Customer reception
- Update asset register
- New entrants Onboarding

**_Skills Profile_**
- Organisational skills.
- Communication skills.
- Attention to detail
- Ability to run reports
- IT skills including MS Office (Good level of excel essential)
- Good at researching and analysing information
- Negotiating
- Ability to multi-task
- Ensure you adhere to regulatory requirements and compliance at all times

**_Qualifications required for this role._**
- Must have minimum of 5 GCSEs including : Maths A-C English Language A-C or equivalent.

**_Training _**

Various internal and external training courses leading to PFS Mortgage Administration L2 Skills with a wider career path available.

**KEY WORKING RELATIONSHIPS**:

- Customers**: External customers.
**- Suppliers**: Various Business Partners, Lenders, Providers, Suppliers
**- Other key relationships**: Team of Advisors, and Directors.

**Resources/Assets for which Job holder is accountable**:
Laptop, equipment and workstation.


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