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Admin Assistant
3 months ago
Our well-established client in the Financial Planning industry is looking for a Client Support Executive to join the team.
**Working Location**: Scunthorpe
**Salary**: £23,000
**Hours per week**: 35 hrs
**Working hours**: Monday to Friday 9.00am - 5.00pm (1hr lunch)
**Key Duties and Responsibilities**:
- Provide high level technical and administrative support to the Practice;
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Meeting and greeting clients and visitors to the Practice;
- Adviser pipeline management
- Provide regular updates to Financial Adviser about case progression
- General office administrative duties
- Running reports and illustrations and collating key data;
- Extensive liaison with Admin Centres, providing information required to complete transactions within specific timescales;
- Producing templated client letters and reports
**Person Specification**
- Previous experience in an office support role, ideally in financial services or related sector;
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems such as Salesforce.
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving.
**Benefits**
Holiday allowance: 25 & xmas shut down & BH
Extra 1 day every 2 yrs service (up to 32 max)
Progression and training
6% Pension
Salary Sacrifice scheme
Quarterly team nights out
Relaxed yet hard-working office environment
Exploring 4 days a week option
**Job Types**: Full-time, Permanent
**Salary**: From £23,000.00 per year
**Benefits**:
- Company events
- Company pension
- Free parking
- On-site parking
Schedule:
- Day shift
- Monday to Friday
- No weekends
**Experience**:
- Administrative experience: 1 year (preferred)
Work Location: In person
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