Administration Assistant

1 month ago


Mansfield, United Kingdom M D Slack Wealth Management Ltd Full time

'''Duties'''
- Assist customers with inquiries, troubleshooting, and problem resolution
- Perform data entry and maintain accurate customer records
- Liaise with companies for client data/product information requested
- Communicate effectively with customers to ensure a positive experience
- Follow company policies and procedures for customer support

'''Experience'''
- Strong phone etiquette and communication skills
- Ability to analyze customer needs and provide effective solutions
- Proficient in data entry and maintaining accurate records

As a Practice Support Specialist, you will play a crucial role in providing exceptional customer and advisor support. You will be responsible for assisting customers with inquiries, troubleshooting issues, and ensuring their needs are met and supporting 2 financial advisors with their paperwork ie annual review letters and inputting information the advisor gives you to accurately record. Your ability to communicate effectively & professionally and be organised and efficient will be key to your success in this role.

**Benefits**:

- Competitive salary
- Paid time off
- Professional development opportunities

**Requirements**:

- GCSE/ A levels / diploma or equivalent
- preferred experience in an administrative type tole and working under pressure
- Proficiency in data entry and maintaining accurate records
- Excellent phone etiquette and customer service skills

(hours can be worked to suit as you would be replacing a retiree who usually works Tuesday and Thursday 10-3 currently but we would require more hours potentially than this-contract/hours can be discussed for the right person, also from September we will lose another part time staff member so there may be opportunity for full time then
- to be discussed)

Office based is preferred but some hours can also be done at home if needed however you will have access to printing/scanning etc from the office and there will be plenty of this

**Job Type**: Part-time

**Salary**: £11.50 per hour

Expected hours: No less than 10 per week

**Benefits**:

- Company pension
- Employee mentoring programme
- Financial planning services

Schedule:

- Day shift
- Flexitime
- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Administration: 1 year (preferred)

Ability to Commute:

- Mansfield, NG18 5BR (required)

Ability to Relocate:

- Mansfield, NG18 5BR: Relocate before starting work (required)

Work Location: In person

Reference ID: MDS WM LTD PA



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