New Business Administrator
4 weeks ago
**OVERALL SUMMARY**
Join the Corporate Asset Solutions (CAS) team where you will support the onboarding of the new business introduced from the fast-paced sales avenues of the company.
Reporting to the Operations Manager, the role requires a high level of accuracy, being methodical and organised with excellent attention to detail. There will be interaction with external parties including customers, brokers as well as with internal departments.
**RESPONSIBILITIES**
- Attend to new business enquiries ensuring internal and external stakeholders are aware of the progress of their proposals.
- Manage the administrative life cycle of opportunities, from proposal through to completion and pay-out; communicating any requests for conditions or missing items for pay-out in a timely manner to the relevant party.
- Undertake FCA and DPA checks to ensure compliance procedures are met.
- Undertake credit checks and packaging opportunities for consideration by the Credit team.
- Accurately generate documentation to ensure a smooth pay-out.
- Undertake telephone delivery checks with customers and suppliers in line with departmental procedures.
- Collate information and update in-house systems, utilising all appropriate authorised IT services.
- Ensure that agreements are uploaded accurately to the Administration system to pass on correct information onto the Customer Services Team.
- Ensuring that all payments/commissions have been documented, received and paid where relevant.
**WE WOULD LOVE TO HEAR FROM YOU IF**:
- You are customer service-focussed with effective communication skills, both written and verbal.
- You have a practical problem-solving mindset.
- You're able to multitask and adapt working styles when required.
- You have exceptional interpersonal skills
**ITS NOT ESSENTIAL, BUT IT WOULD BE GREAT IF**:
- You have previous experience in a Customer Service and / or Business Administration role
- You have prior experience in Financial Services.
**ABOUT US**
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
**To find out more about life at Close Brothers**:
**To find out more about our benefits**:
**To find out more about our commitment to creating an inclusive environment**:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group
LI-JN1 #LI-Onsite #LI-CBAFL
Founded in 1987 Close Brothers Asset Finance has grown and expanded, and now has multiple offices across the UK including our head office in Wimbledon, as well as offices in Chester, Burton, Glasgow, Sidcup and Manchester.
We remain focused on markets and services we know and understand. We have developed long-term relationships with our customers to fully understand their intricate business operations in order to support their long-term growth.
We remain committed to our traditional values of service, expertise and relationships alongside teamwork, integrity and prudence, to help the people and business of Britain thrive over the long term.
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