Administrator

3 weeks ago


Swindon, United Kingdom Reed Business Support Full time

Are you an experienced Administrator in Swindon whose available to start a temporary assignment Jan 2023? Then I have the role for you

**Length of assignment**: Temporary for 2- 3 months to cover initially

**Position**: Administrator

**Hours**: 36 hours. Mon-Thurs 08:00-17:30 with 30 min lunch. Can do Mon-Thurs 09:00-17:30 if needs be

**Pay**: £12- £13.36ph (£22,000- £25,000 depending on experience)

**Location**: Swindon, SN1

Onsite car parking available. Office based position

**Reason for role**: Temp to cover holidays and workload

**Responsibilities**
- Build good working relationships with clients, advisers, management and suppliers.
- Meet operational targets based on quantity/time as well as quality.
- Follow company processes accurately and raise anomalies and queries to management.
- Ensure all processes that involve client payments (one-off payments taken from the office and direct debit set up and activation) are followed to the letter to avoid financial costs (including following up cancelled and failed direct debit payments).
- Manage workload effectively (no overdue tasks at the end of each day) via CRM system and make sure all client correspondence is recorded in the CRM in real time.
- Monitor CRM for team tasks and for unassigned tasks so nothing is forgotten.
- Handle incoming post.
- Diplomatically chase clients to provide feedback on draft documents to Admin team to enable delivery of final product in a timely manner.
- Participate in the wills’ storage process (register wills, communicate storage certificate, add updated documents to storage and handle will retrievals) and assist clients who wish to retrieve a will from storage.
- Redeem vouchers according to the process and request voucher refunds for clients when appropriate.
- Participate in Trustpilot processes to gather feedback from clients.
- Provide support and assistance to advisers and estate planners, as and when requested, to meet overall business objectives.
- Provide cover/backup for other team members as required


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